SYCAMORE FINANCIAL GROUP
  • SYCAMORE FINANCIAL GROUP
  • SMITH, GAYLOR, INC.
  • SYCAMORE FINANCIAL GROUP, INC.

Adviser Profile

As of Date 03/13/2026
Registration SEC, Approved, 02/27/2004
Other registrations (1)
ADV Location KOKOMO, IN, United States
Contact Info 765 xxxxxxx
Websites
AUM* 787,411,448 18%
of that, discretionary 732,449,845 15%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 357,914 3%
% High Net Worth 16.23% -4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

732M 628M 523M 419M 314M 209M 105M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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