Sycamore Investment Consulting Services, Llc
- Regulatory AUM
- $160M
- Discretionary
- $160M
- Clients
- 42
- Avg AUM / client
- $3.8M
- Accounts
- 116
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Dec 15, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $5.0M | 3.1% |
| High net worth individuals | 27 | $90.2M | 56.6% |
| Charitable organizations | 3 | $38.9M | 24.4% |
| Corporations and other businesses | 2 | $25.4M | 15.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bugg, Christopher | Managing Member | Jan 2003 (24y) | 50% – 75% | |
| Gregory Scott Rademacher | Member And Chief Compliance Officer | CFP | Jan 2003 (24y) | 25% – 50% |
| Jodie A Mclellan | Registered representative | Oct 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/15/2025 | 933 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $155M (97% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 15, 2025.
View current Form ADV (SEC/IAPD) ↗