Sycamore Investment Consulting Services, LLC: new SEC registration, $160M AUM, Madison, WI
Sycamore Investment Consulting Services, LLC (Madison, Wisconsin): new SEC registration, $160M AUM, Madison, WI. Its amount of 160 is above the median of 134 (60th percentile). Dated 336 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 160 · 60th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 10 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Sycamore Investment Consulting Services, LLC |
| Legal name | Sycamore Investment Consulting Services, LLC |
| CRD | 125081 |
| Status | Approved |
| Registered with the SEC | 2025-12-03 |
| Latest Form ADV filing | 2025-12-15 |
| Location | Madison, WI, United States |
| Regulatory AUM | $159,553,914 |
| Accounts | 116 |
| Employees | 2 |
| amount percentile | 60th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-03
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Sentinel Advisory Group, LLC · Paladin Partners · Fiduciary Financial Planning Network · Cmg Wealth Advisors LLC · Central Wealth Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Sycamore Investment Consulting Services, LLC and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Sycamore Investment Consulting Services, LLC's amount: 60th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $160M under management.
What is the NewRiaPulse record for Sycamore Investment Consulting Services, LLC in Madison, Wisconsin?
Sycamore Investment Consulting Services, LLC received SEC registration as an investment adviser (2025-12-03) with $159,553,914 in regulatory assets under management, based in Madison, WI.
How does Sycamore Investment Consulting Services, LLC compare to other Wisconsin NewRiaPulse records?
Its amount of 160 sits in the upper half (60th percentile) of 1,149 records; the median is 134. It is 336 days old; check the official source for later updates before acting.
Sycamore Investment Consulting Services, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Sycamore Investment Consulting Services, LLC | Madison, WI | 160 | 60th | 2025-12-03 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Wisconsin NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.