firm profile
Sycamore Financial Group
Overview
Sycamore Financial Group is a Broker Dealer and registered investment adviser based in Kokomo, IN, registered since 1983. It reports $787M in assets under management across 2,200 accounts, with 4 employees. Its 4 registered representatives work across 2 branch offices in 2 states.
- Reported AUM
- $787M
- Discretionary
- 93%
- Accounts
- 2,200
- Average account
- $358K
- Employees
- 4
- Registered reps
- 4
- Branch offices
- 2
- Registered since
- 1983
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
- Products and services
Executive officers 3 of 4
- Craig Allen Smith President, Treasurer, Chief Compliance Officer CRD 810191
- Alec F Smith Non-Registered Owner, Owner CRD 6395553
- Phillip F Smith Non-Registered Owner, Owner CRD 6395438
1 more executive officer, with direct contact details
Registered reps 3 of 4
- Frederick Albert Matthes Investment Adviser Rep CRD 8188757
- Allison Tyminski Rumschik Registered Rep · Investment Adviser Rep CRD 5239290
- Craig A Smith Insurance Agent · Registered Rep · Investment Adviser Rep CRD 810191
1 more registered rep, with emails, phones and branch locations
Location
- Headquarters
- 2713 Rockford Ln
Kokomo, IN 46902 - County
- Howard
- Metro area
- Kokomo, IN
- Region
- Midwest
- Branch offices
- 2 in 2 states, including Manlius, NY
Registrations
- SEC registered, corporation formed in Indiana
- Registered in 21 jurisdictions
- Website: sycamoreweb.com
Every state, with registration dates
Similar firms near Kokomo
- Creative Financial Designs, Inc.Kokomo, IN$2.9B AUM
- Smith Financial Investment Advisors, Inc.Kokomo, IN$457M AUM
- 40/86 Advisors, Inc.Carmel, IN$30.5B AUM
- Oneamerica Asset Management, LLCIndianapolis, IN$24.4B AUM
- Oxford Financial Group, LtdCarmel, IN$23.3B AUM
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