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SYCAMORE FINANCIAL ADVISORS, INC.
SHANKLIN CAPITAL MANAGEMENT INC
CRD 108628 · SEC 801-55650
51 B MURRAY GUARD DR, JACKSON, TN, 38305, United States
Phone
731-784-4444
Fax
731-784-3863
Registration
— (—)
Source
State registered
Total AUM
$101.6M
Discretionary AUM
$93.0M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $80.3M |
| High net worth individuals | 2 | $19.6M |
| Pension/profit sharing plans | 2 | $1.5M |
| Charitable organizations | 1 | $132K |
All web addresses on file
Official SEC filing: View on IAPD