Sycamore Investment Consulting Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,191,213
Clients
37
Advisors
2
of 2 employees
About
Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit‑sharing plans, and charitable organizations, with a client base weighted toward individual and high‑net‑worth clients. The firm manages most client portfolios on a discretionary basis and also offers non‑discretionary, fee‑based planning engagements that can be scoped and limited by hours each year.
Sycamore employs a top‑down, asset‑allocation process that emphasizes mutual funds (primarily actively managed, with some passive index exposure) and begins with a risk tolerance assessment and a written investment policy statement; portfolios are customized for each client rather than applied from universal models. Regular reporting and reviews are provided (quarterly reporting and recommended annual reviews), and the firm may use margin or make short‑term transactions when client cash needs or market conditions require it.
What distinguishes Sycamore from many peers is the firm’s industry affiliations and operational arrangements: its principals are also owners and registered representatives of Buttonwood Partners, Inc., a broker‑dealer the firm commonly recommends for execution and administrative services, a relationship that can generate transaction commissions and continuing 12b‑1 revenue and is disclosed as a conflict of interest. Sycamore has also entered into a fee‑sharing arrangement with an outside investment adviser for a portion of one client’s portfolio (Jacobson & Schmitt) and recently transitioned from state to SEC registration, features that make its business model less typical among similarly sized advisers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually >$1,000,000 - $5,000,000: 0.80% annually >$5,000,000+: 0.70% annually
Hourly fees charged for Review work beyond 10 hours, established in advance.
Account minimum: $500,000 Minimum fee: $250 per quarter minimum gross fee for Investment Management Services Fee-only: Base Investment Consulting Services fee $2,500 (split as $1,250 initially and $1,250 after service); Follow-up Services $2,500 annually (split as $1,250 initially and $1,250 after service). Fees are negotiable. Additional hourly fees apply for services beyond 10 hours.
Main office
701 Deming Way, Suite 100
Madison WI 53717
Advisors at this office
2
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jodie M
Series 63, Series 65
Madison, WI
Sycamore Investment Consulting Services, LLC
Jodie Mclellan is a financial advisor with Sycamore Investment Consulting Services, LLC in Madison, WI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Sycamore since 2023 and has over two decades of experience at Buttonwood Partners, Inc. Mclellan serves as a volunteer board member of the Australian Shepherd Club of America. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach emphasizing actively managed mutual funds, customized portfolios, and regular reporting and reviews.
Gregory R
CFP®, Series 63, Series 65
Madison, WI
Sycamore Investment Consulting Services, LLC
Gregory Rademacher is a Certified Financial Planner® with 27 years of industry experience. He is the founder of Sycamore Investment Consulting Services, LLC, where he has worked since 2003, and also has a long tenure with Buttonwood Partners, Inc. In addition to his advisory work, he serves as treasurer of Mount Olive Lutheran Church in Madison, WI, and holds board positions with the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation. Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit-sharing plans, and charitable organizations, with a focus on individual and high-net-worth clients. The firm uses a top-down, asset-allocation approach centered on actively managed mutual funds and customizes portfolios based on client risk tolerance and investment policy statements.
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