SYCAMORE FINANCIAL GROUP

2713 Rockford Lane
Kokomo, Indiana 46902
Tel: 765-455-1554

About SYCAMORE FINANCIAL GROUP

SYCAMORE FINANCIAL GROUP, formally registered with the SEC as SYCAMORE FINANCIAL GROUP. The firm was established in 02/27/2004. They have over 3 offices throughout the country.

SYCAMORE FINANCIAL GROUP is a Kokomo, Indiana based Financial Planning firm with nearly $665,628,767 assets under management, offering retirement planning & investment advisory services to 1908 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	14143
SEC#	801-62788
Assets Managed by Firm	$665,628,767
No. of Clients	1908
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1908	$665,628,767
Individuals (other than high net worth individuals)	719	$201,100,786
High net worth individuals	148	$444,159,589
Charitable organizations	9	$20,368,392

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
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OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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