SYCAMORE FINANCIAL PLANNING, LLC

SYCAMORE FINANCIAL PLANNING, LLC of DURHAM, NC is an SEC-registered investment adviser (CRD 159212). Regulatory assets under management: $104.2M.

Registration

• CRD: 159212
• Type: Registered investment adviser
• Location: 1005 SLATER ROAD, DURHAM, NC, 27703
• Phone: 919-213-1737
• Latest filing: 2026-04-21
• Regulatory AUM: $104.2M
• Discretionary AUM: $104.2M
• Clients: 5
• Accounts: 120

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159212 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search