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SYCAMORE FINANCIAL GROUP
Legal name: SYCAMORE FINANCIAL GROUP, INC.
CRD 14143File 801-62788
APPROVED
Retail clients
Disclosure events
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$787.4M
Above cohort median (national)
Discretionary AUM
$732.4M
Non-discretionary $55.0M
Clients
1,146
2,200 accounts
Employees
4
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 27, 2004
- Principal office
- 2713 ROCKFORD LANE, KOKOMO, IN, 46902
- Phone
- 765-455-1554
- Website
- HTTP://WWW.SYCAMOREWEB.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $787.4M
- Discretionary AUM
- $732.4M
- Non-discretionary AUM
- $55.0M
- Discretionary accounts
- 1,917
- Non-discretionary accounts
- 283
- Total accounts
- 2,200
- AUM per client
- $687K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $15.0M |
| High net worth individuals | 186 | $573.3M |
| Individuals (other than high net worth individuals) | 950 | $199.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.