Sycamore Financial Group
Kokomo, IN·SEC-registered · CRD #14143
Sycamore Financial Group is an SEC-registered investment advisory firm in Kokomo, IN managing $787M across 2.5k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$787M
Client accounts
2.5k
Advisory staff
4
Fee model
Fee-only
How Sycamore Financial Group is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sycamore Financial Group
How much does Sycamore Financial Group manage?
Per its most recent SEC Form ADV filing (03/13/2026), Sycamore Financial Group reports $787M in regulatory assets under management across roughly 2.5k client accounts.
How does Sycamore Financial Group charge?
Sycamore Financial Group is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sycamore Financial Group a fiduciary?
Yes. Sycamore Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #14143), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sycamore Financial Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sycamore Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Kokomo, IN
Profile compiled from Sycamore Financial Group's public SEC Form ADV filing (CRD #14143, filed 03/13/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sycamore Financial Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sycamore Financial Group? Claim this profile.