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| Keyboard |
| Sycamore Financial Group Inc
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|
|---|---|
| CRD # | 14143 |
| SEC # | 801-62788 |
| CIK # | |
| AUM | 787.4 M (2026-03-13) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 765-455-1554 |
| Address | 2713 Rockford Lane Kokomo, IN 46902 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 950 | 199.2 |
| (b) Individuals (high net worth individuals) | 186 | 573.3 |
| (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 | 10 | 15.0 |
| (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 | 2,200 | 787.4 |
| By Discretionary | ||
| Discretionary | 1,917 | 732.4 |
| Non-Discretionary | 283 | 55.0 |
| Total | 2,200 | 787.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 787.4 | |
| Total | 2,200 | 787.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
MA | 797.9 M |
|
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DE | 797.6 M |
|
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IL | 791.8 M |
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HOEY Investments Inc
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|
Investor's Fiduciary Advisor Network LLC
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787.4 M | |
|
Whelan Financial
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|
CA | 781.8 M |
|
New Vernon Wealth Management LLC
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|
IL | 781.0 M |
|
Wisdom Financial Services LLC
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|
IL | 779.2 M |
|
BCM Advisors LLC
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|
LA | 775.7 M |
|
Satis Asset Management Ltd
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|
773.9 M |