Overview
- Headquarters
- Kokomo, IN
- Total Firm Assets
- $787 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
Fee Disclosure
Source: FORM ADV PART 2AB SYCAMORE FINANCIAL GROUP (2025-03-24)
· View brochure text
Latest filing: FORM ADV PART 2AB SYCAMORE FINANCIAL GROUP (2026-03-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,500,000 | 1.00% |
| $1,500,001 | $10,000,000 | 0.80% |
| $10,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $45,500 | 0.91% |
| $10 million | $85,500 | 0.86% |
| $50 million | $325,500 | 0.65% |
| $100 million | $625,500 | 0.63% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.80%
- Number of High-Net-Worth Clients
- 186
- Total Client Accounts
- 2,200
- Discretionary Accounts
- 1,917
- Non-Discretionary Accounts
- 283
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 14143
- FORM ADV PART 2AB SYCAMORE FINANCIAL GROUP (2026-03-13) · View brochure text
- FORM ADV PART 2AB SYCAMORE FINANCIAL GROUP (2025-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗