Investment Consulting Services, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 122064
· SEC file 801-61387
· Lombard, IL
· WWW.ICSLLC.ORG
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ADV data as of Feb 06, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 73
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 3
AUM over time
$0
$0
Oct 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | — | — |
| Pension and profit sharing plans | 30 | — | — |
| Charitable organizations | 1 | — | — |
| Other | 36 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Asso Journeymen & Apprnc Pension Fund United Assn Of Journeymen & Apprentice Local 198 Afl Cio Pension Fund | Jacksonville, FL | 2024 |
| Teamsters Union No. 142 Pension Fund Trustees Of Teamsters Union No. 142 Pension Fund | 2024 | |
| Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund | 2024 | |
| Teamsters Negotiated Pension Plan Teamsters Negotiated Pension Plan | 2024 | |
| Investment Consulting Services Pooled Employer Plan Investment Consulting Services, Llc | 2024 | |
| Ufcw Local 23 & Giant Eagle Pension Fund Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund | 2024 | |
| Construction Workers Local 147 Annuity Fund Board Of Trustees Of Construction Workers Local 147 Annuity Fund | 2024 | |
| United Association Of Journeymen & Apprentice Annuity Trust Fund United Assn Of Journeymen & Apprnc Local 198 Afl Cio Annuity Trust Fun | Jacksonville, FL | 2024 |
| Local 147 Construction Workers Retirement Plan Local 147 Construction Workers Retirement Plan | 2024 | |
| Local No 731 Excavators And Pavers Pension Trust Fund Trustee Of Excv & Pvrs Local 731 Pension Trust Fund | 2024 | |
| Teamsters Local 210 Affiliated Pension Trust Fund Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | New York, NY | 2024 |
| International Union Of Operating Engineers Local 25 Marine Division Annuity Plan Int'l Union Of Operating Engineers Local 25 Marine Division Annuity Pl | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Cervantes | Partner | CFA | Jan 2021 (6y) | 50% – 75% |
| Uthe, Jason, M | Chief Compliance Officer/Partner | Jan 2021 (6y) | 50% – 75% | |
| Jason Lee Tucker | Registered representative | Jul 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (12)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Asso Journeymen & Apprnc Pension Fund | United Assn Of Journeymen & Apprentice Local 198 Afl Cio Pension Fund | 882 | $201M | 09/01/2024 |
| Teamsters Union No. 142 Pension Fund | Trustees Of Teamsters Union No. 142 Pension Fund | 2,035 | $639M | 07/01/2024 |
| Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund | Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund | 431 | $150M | 07/01/2024 |
| Teamsters Negotiated Pension Plan | Teamsters Negotiated Pension Plan | 2,158 | $713M | 06/01/2024 |
| Investment Consulting Services Pooled Employer Plan | Investment Consulting Services, Llc | 171 | — | 01/01/2024 |
| Ufcw Local 23 & Giant Eagle Pension Fund | Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund | 2,199 | $79.9M | 01/01/2024 |
| Construction Workers Local 147 Annuity Fund | Board Of Trustees Of Construction Workers Local 147 Annuity Fund | 100 | $23.0M | 01/01/2024 |
| United Association Of Journeymen & Apprentice Annuity Trust Fund | United Assn Of Journeymen & Apprnc Local 198 Afl Cio Annuity Trust Fun | 2,595 | $27.5M | 01/01/2024 |
| Local 147 Construction Workers Retirement Plan | Local 147 Construction Workers Retirement Plan | 116 | $180M | 01/01/2024 |
| Local No 731 Excavators And Pavers Pension Trust Fund | Trustee Of Excv & Pvrs Local 731 Pension Trust Fund | 362 | $207M | 01/01/2024 |
| Teamsters Local 210 Affiliated Pension Trust Fund | Board Of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | 994 | $155M | 01/01/2024 |
| International Union Of Operating Engineers Local 25 Marine Division Annuity Plan | Int'l Union Of Operating Engineers Local 25 Marine Division Annuity Pl | 1,366 | $102M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗