Sycamore Investment Consulting Services, LLC

Overview

Sycamore Investment Consulting Services, LLC is an SEC registered investment adviser based in Madison, WI, registered since 2012. It reports $16M in assets under management across 116 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$16M

Discretionary

100%

Accounts

116

Average account

$1.4M

Employees

2

Advisory reps

2

Registered since

2012

Jurisdictions

1

As reported in the firm's December 2025 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Gregory Scott Rademacher Managing Member, Chief Compliance Officer CRD 2949618
• Jodie Annette McLellan Member CRD 2751334

Advisory reps 2 of 2

• Jodie A Mclellan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2751334
• Gregory S Rademacher Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2949618

Location

Headquarters

701 Deming Way Ste 100
Madison, WI 53717

County

Dane

Metro area

Madison, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

Similar firms near Madison

• Trustage Investment ManagementMadison, WI$39.5B AUM
• Madison Investment Advisors, LLCMadison, WI$13.8B AUM
• Harbour Investments, Inc.Madison, WI$9.6B AUM
• Baker Tilly Wealth Management, LLCMadison, WI$5.2B AUM
• Madison Asset ManagementMadison, WI$4.9B AUM