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SYCAMORE FINANCIAL GROUP
SYCAMORE FINANCIAL GROUP, INC.
CRD 14143 · SEC 801-62788
2713 ROCKFORD LANE, KOKOMO, IN, 46902, United States
Phone
765-455-1554
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$787.4M
Discretionary AUM
$732.4M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 950 | $199.2M |
| High net worth individuals | 186 | $573.3M |
| Charitable organizations | 10 | $15.0M |
States served
IL, IN, NE, NY, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD