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| Happy Holidays!! thanks for using AUM13F!! |
| Sycamore Financial Group Inc
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|---|---|
| CRD # | 14143 |
| SEC # | 801-62788 |
| CIK # | |
| AUM | $681.1 M (2025-03-26) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 765-455-1554 |
| Address | 2713 Rockford Lane Kokomo, IN 46902 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 744 | 198.8 |
| (b) Individuals (high net worth individuals) | 158 | 449.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 33.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,937 | 681.1 |
| By Discretionary | ||
| Discretionary | 1,879 | 659.5 |
| Non-Discretionary | 58 | 21.6 |
| Total | 1,937 | 681.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 681.1 | |
| Total | 1,937 | 681.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
White Lighthouse Investment Management Inc
✚
|
0.7 | |
|
Kraft Davis & Associates LLC
✚
|
MO | 0.7 |
|
Tranquility Partners LLC
✚
|
TN | 0.7 |
|
Saxon Woods Advisors LLC
✚
|
NY | 0.7 |
|
Peninsula Wealth LLC
✚
|
CA | 0.7 |
|
SSA Swiss Advisors AG
✚
|
0.7 | |
|
Whelan Financial
✚
|
CA | 0.7 |
|
Financial Directions LLC
✚
|
AZ | 0.7 |
|
PAVE Investment Advisors LLC
✚
|
NY | 0.7 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.7 |