SYCAMORE FINANCIAL GROUP, INC.
Legal name: SYCAMORE FINANCIAL GROUP
CRD #14143 SEC #801-62788 KOKOMO, IN 765-455-1554
SEC Registered Broker-Dealer Disclosures
Total AUM
$681.1M
Discretionary
$659.5M
Employees
4
Clients
251
Accounts
1,937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $681.1M | $659.5M | $21.6M | 4 | 0 |
| Mar 2025 | $681.1M | $659.5M | $21.6M | 4 | 0 |
| Jun 2024 | $665.6M | $637.4M | $28.3M | 4 | 0 |
| Feb 2024 | $665.6M | $637.4M | $28.3M | 4 | 0 |
| Feb 2023 | $573.1M | $518.6M | $54.5M | 4 | 0 |
| Mar 2022 | $582.4M | $568.1M | $14.3M | 4 | 0 |
| Jun 2021 | $536.2M | $514.1M | $22.2M | 4 | 0 |
| Mar 2021 | $536.2M | $514.1M | $22.2M | 4 | 0 |
| Dec 2020 | $484.9M | $456.9M | $28M | 4 | 0 |
| Nov 2020 | $484.9M | $456.9M | $28M | 4 | 0 |
| Jun 2020 | $484.9M | $456.9M | $28M | 4 | 0 |
| Feb 2020 | $484.9M | $456.9M | $28M | 4 | 0 |
| Nov 2019 | $419.3M | $372.4M | $46.9M | 4 | 0 |
| Mar 2019 | $419.3M | $372.4M | $46.9M | 4 | 0 |
| Mar 2018 | $451.9M | $426.9M | $25M | 4 | 0 |
| Nov 2017 | $379.6M | $354M | $25.5M | 4 | 0 |
| Jul 2017 | $379.6M | $354M | $25.5M | 4 | 1,164 |
| Jul 2017 | $379.6M | $354M | $25.5M | 4 | 1,164 |
| Feb 2017 | $379.6M | $354M | $25.5M | 4 | 1,164 |
| Feb 2016 | $367.5M | $312.5M | $55M | 4 | 1,200 |
| Mar 2015 | $371.4M | $325.9M | $45.5M | 4 | 1,200 |
| Feb 2014 | $333.5M | $271M | $62.5M | 4 | 1,200 |
| Mar 2013 | $256M | $211M | $45M | 4 | 1,200 |
| Oct 2012 | $221.5M | $176.2M | $45.2M | 1 | 1,200 |
| Mar 2012 | $221.5M | $176.2M | $45.2M | 1 | 1,200 |
| Apr 2011 | $225.3M | $154.9M | $70.4M | 5 | -- |
| Feb 2011 | $225.3M | $154.9M | $70.4M | 5 | -- |
| Feb 2008 | $180M | $140M | $40M | 5 | -- |
| Feb 2007 | $125M | $125M | $0 | 5 | -- |
| Sep 2005 | $105M | $105M | $0 | 5 | -- |
DateMar 2025
Total AUM$681.1M
Discretionary$659.5M
Non-Disc.$21.6M
Employees4
Clients0
DateMar 2025
Total AUM$681.1M
Discretionary$659.5M
Non-Disc.$21.6M
Employees4
Clients0
DateJun 2024
Total AUM$665.6M
Discretionary$637.4M
Non-Disc.$28.3M
Employees4
Clients0
DateFeb 2024
Total AUM$665.6M
Discretionary$637.4M
Non-Disc.$28.3M
Employees4
Clients0
DateFeb 2023
Total AUM$573.1M
Discretionary$518.6M
Non-Disc.$54.5M
Employees4
Clients0
DateMar 2022
Total AUM$582.4M
Discretionary$568.1M
Non-Disc.$14.3M
Employees4
Clients0
DateJun 2021
Total AUM$536.2M
Discretionary$514.1M
Non-Disc.$22.2M
Employees4
Clients0
DateMar 2021
Total AUM$536.2M
Discretionary$514.1M
Non-Disc.$22.2M
Employees4
Clients0
DateDec 2020
Total AUM$484.9M
Discretionary$456.9M
Non-Disc.$28M
Employees4
Clients0
DateNov 2020
Total AUM$484.9M
Discretionary$456.9M
Non-Disc.$28M
Employees4
Clients0
DateJun 2020
Total AUM$484.9M
Discretionary$456.9M
Non-Disc.$28M
Employees4
Clients0
DateFeb 2020
Total AUM$484.9M
Discretionary$456.9M
Non-Disc.$28M
Employees4
Clients0
DateNov 2019
Total AUM$419.3M
Discretionary$372.4M
Non-Disc.$46.9M
Employees4
Clients0
DateMar 2019
Total AUM$419.3M
Discretionary$372.4M
Non-Disc.$46.9M
Employees4
Clients0
DateMar 2018
Total AUM$451.9M
Discretionary$426.9M
Non-Disc.$25M
Employees4
Clients0
DateNov 2017
Total AUM$379.6M
Discretionary$354M
Non-Disc.$25.5M
Employees4
Clients0
DateJul 2017
Total AUM$379.6M
Discretionary$354M
Non-Disc.$25.5M
Employees4
Clients1,164
DateJul 2017
Total AUM$379.6M
Discretionary$354M
Non-Disc.$25.5M
Employees4
Clients1,164
DateFeb 2017
Total AUM$379.6M
Discretionary$354M
Non-Disc.$25.5M
Employees4
Clients1,164
DateFeb 2016
Total AUM$367.5M
Discretionary$312.5M
Non-Disc.$55M
Employees4
Clients1,200
DateMar 2015
Total AUM$371.4M
Discretionary$325.9M
Non-Disc.$45.5M
Employees4
Clients1,200
DateFeb 2014
Total AUM$333.5M
Discretionary$271M
Non-Disc.$62.5M
Employees4
Clients1,200
DateMar 2013
Total AUM$256M
Discretionary$211M
Non-Disc.$45M
Employees4
Clients1,200
DateOct 2012
Total AUM$221.5M
Discretionary$176.2M
Non-Disc.$45.2M
Employees1
Clients1,200
DateMar 2012
Total AUM$221.5M
Discretionary$176.2M
Non-Disc.$45.2M
Employees1
Clients1,200
DateApr 2011
Total AUM$225.3M
Discretionary$154.9M
Non-Disc.$70.4M
Employees5
Clients--
DateFeb 2011
Total AUM$225.3M
Discretionary$154.9M
Non-Disc.$70.4M
Employees5
Clients--
DateFeb 2008
Total AUM$180M
Discretionary$140M
Non-Disc.$40M
Employees5
Clients--
DateFeb 2007
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--