Sycamore Financial Group Inc

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Assets, Funds, Holdings

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Sycamore Financial Group Inc
CRD #14143
SEC #801-62788
CIK #
AUM $665.6 MM (2024-06-04)
Employees 4 (100% Investors, 100% Brokers)
Phone765-455-1554
Address2713 Rockford Lane
Kokomo, IN 46902
Source [IAPD] [Website]
Total AUM ($MM)
70056042028014002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 719 201.1
(b) Individuals (high net worth individuals) 148 444.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 9 20.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,908 665.6
By Discretionary
Discretionary 1,837 637.4
Non-Discretionary 71 28.3
Total 1,908 665.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 665.6
Total 1,908 665.6
Comparable Firms State AUM ($BB)
Cullen Investment Group Ltd
LA 0.7
Circle Advisers Inc
NY 0.7
Financial Resources Groupcom LLC
WA 0.7
Pinney & Scofield Inc
MA 0.7
Jamison Private Wealth Management Inc
GA 0.7
CGC Financial Services LLC
OR 0.7
Parsons Capital Management LLC
PA 0.7
Valicenti Advisory Services Inc
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Centric Wealth Management LLC
IL 0.7
Sterling Investment Counsel LLC
NY 0.7
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