SYCOMORE FINANCIAL

SYCOMORE FINANCIAL is an SEC-registered investment adviser (CRD 287543). Regulatory assets under management: $14.1M.

Registration

• CRD: 287543
• Type: Registered investment adviser
• Phone: 765-335-6673
• Latest filing: 2026-02-11
• Regulatory AUM: $14.1M
• Non-discretionary AUM: $14.1M
• Clients: 1
• Accounts: 180

Business model

Compensation: 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 287543 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search