SYCAMORE FINANCIAL GROUP
SEC RegisteredExperienced Investment Management
About the firm
Sycamore Financial Group is an independently owned and operated regional financial services corporation established in 1983, with locations in Kokomo, Anderson, and Bloomington, Indiana, and Syracuse, New York. The firm is a professionally operated investment management and financial planning company whose purpose is to strategically guard and grow clients' and partners' assets. It is one of the first corporations in Indiana to become a Certified B Corporation®.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, wealth management, comprehensive financial plans covering cash flow, debt reduction, insurance analysis, college planning, retirement planning, investment options, taxes, and estate planning, as well as tax-efficient wealth management strategies developed in partnership with CPA partners.
Who they serve
Individual investors and their advisors seeking investment management, financial planning, and retirement planning, including those with goals around investing, retirement, and college savings.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 950 | $199M |
| High Net Worth Individuals | 186 | $573M |
| State/Municipal Entities | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SYCAMORE FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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