SourcingSourcing

INVESTMENT CONSULTING SERVICES, LLC

C39
CRD 122064·SEC 801-61387·LOMBARD, IL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT CONSULTING SERVICES, LLC
CRD
122064
SEC file #
801-61387
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Other36
Pension Profit Sharing Plans30
Individuals High Net Worth6
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
LOMBARD IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
icsllc.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CERVANTES, ERIC
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CERVANTES, ERIC
UTHE, JASON, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
icsllc.org
Rdap Domain Creation Date
2014-01-30T15:58:38.826Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
29
Form 5500 Total Participants
31
Form 5500 Total Compensation
1,137,637
Form 5500 Compensation Trajectory 3y
2025830,757
2026306,880
20240
Form 5500 Plan Count Trajectory 3y
202522
20267
20241
Schedule C Total Compensation
1,137,637
Schedule C Service Provider Rows
30

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-30T15:58:38.826Z
Rdap Domain Last Changed
2026-01-21T16:36:18.479Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6316084
Trust Company Affiliate
No

People (3)

3
CERVANTES, ERIC
IAR · Direct Owner · 62.5%
6316084
UTHE, JASON, M
Direct Owner · 62.5%
4336693
Jason Lee Tucker
IAR
3267782