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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

INVESTMENT CONSULTING SERVICES, LLC

CRD 122064

LOMBARD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:201b8bcb-3906-a697-4cef-e03b22da2464

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 1
Observed: Dec 21, 2011 to Feb 6, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Investment Consulting Services, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 6
SEC number: 801-61387
CRD: 122064
Filings on the tape: 28
First filed: Dec 21, 2011
Latest filed: Feb 6, 2026
Organised: Limited Liability Company, IL
Website: icsllc.org

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC CERVANTES	Chartered Financial Analyst	LOMBARD, IL	2	20	n/a	no
Jason Lee Tucker	n/a	Shawnee, KS	2	27	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CERVANTES, ERIC	Partner	D	yes	01/2021	Mar 26, 2014	Oct 3, 2024
UTHE, JASON, M	CHIEF COMPLIANCE OFFICER/PARTNER	D	yes	01/2021	Mar 23, 2018	Oct 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$0	$0	3	3	0	n/a	n/a
2024	Mar 20, 2025	$0	$0	3	3	0	n/a	n/a
2023	Mar 26, 2024	n/a	n/a	3	0	0	n/a	n/a
2022	Mar 8, 2023	n/a	n/a	6	0	0	n/a	n/a
2021	Mar 31, 2022	n/a	n/a	6	0	0	n/a	n/a
2020	Mar 22, 2021	n/a	n/a	6	0	0	n/a	n/a
2019	Mar 20, 2020	n/a	n/a	6	0	0	n/a	n/a
2018	Mar 25, 2019	n/a	n/a	6	0	0	n/a	n/a
2017	Mar 23, 2018	n/a	n/a	6	0	0	n/a	n/a
2016	Mar 17, 2017	n/a	n/a	6	0	n/a	n/a	n/a
2015	Mar 28, 2016	n/a	n/a	6	0	n/a	n/a	n/a
2014	Mar 27, 2015	n/a	n/a	6	0	n/a	n/a	n/a
2013	Mar 26, 2014	n/a	n/a	6	0	n/a	n/a	n/a
2012	Mar 27, 2013	n/a	n/a	6	0	n/a	n/a	n/a
2011	Mar 26, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	3	3	0	0

Relationships

Registered with (2)

← Jason Lee TuckerAdvisorregistration: current employment
Jul 16, 2024 to presentfactForm ADV
← ERIC CERVANTESAdvisorregistration: current employment
Jun 25, 2024 to presentfactForm ADV

Controls (2)

← UTHE, JASON, MOwnerCHIEF COMPLIANCE OFFICER/PARTNER, ownership code D, individual
Mar 23, 2018 to Oct 3, 2024factForm ADV
← CERVANTES, ERICOwnerPARTNER, ownership code D, individual
Mar 26, 2014 to Oct 3, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Control person left
Jean Sandra Wendling (Founding Partner) no longer on Schedule A of Investment Consulting Services, Llc (listed 2021-08-17, absent 2022-03-31)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Control person left
Scott Gregory Gosney (Senior Partner) no longer on Schedule A of Investment Consulting Services, Llc (listed 2021-08-17, absent 2022-03-31)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:201b8bcb-3906-a697-4cef-e03b22da2464
First observed: Dec 21, 2011
Last observed: Feb 6, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INVESTMENT CONSULTING SERVICES, LLC

CRD 122064

LOMBARD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:201b8bcb-3906-a697-4cef-e03b22da2464

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:41 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC CERVANTES

Chartered Financial Analyst

LOMBARD, IL

n/a

Jason Lee Tucker

n/a

Shawnee, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CERVANTES, ERIC

Partner

yes

01/2021

Mar 26, 2014

Oct 3, 2024

UTHE, JASON, M

CHIEF COMPLIANCE OFFICER/PARTNER

yes

01/2021

Mar 23, 2018

Oct 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

n/a

2024

Mar 20, 2025

n/a

2023

Mar 26, 2024

n/a

2022

Mar 8, 2023

n/a

2021

Mar 31, 2022

n/a

2020

Mar 22, 2021

n/a

2019

Mar 20, 2020

n/a

2018

Mar 25, 2019

n/a

2017

Mar 23, 2018

n/a

2016

Mar 17, 2017

n/a

2015

Mar 28, 2016

n/a

2014

Mar 27, 2015

n/a

2013

Mar 26, 2014

n/a

2012

Mar 27, 2013

n/a

2011

Mar 26, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a