Sycamore Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Kokomo, IN. Its latest Form ADV filing, dated March 13, 2026, reports $787M in regulatory assets under management, 4 employees, 2 offices, and 2,200 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.9% of total clients.
Top client categories% of clientsClients
1
Individuals
82.9%
950
2
HNWI
16.2%
186
3
Charitable
0.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$787Mas of March 13, 2026
Discretionary93.0%
$732M
93% of total RAUM93.0%
Non-discretionary7.0%
$55M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$787M
Total Accounts2,200
10Y AUM Change+$408M (+107.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee287:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.