Multi-Family OfficeRIA · CRD 14143SEC-Registered

Updated:

Sycamore Financial Group

Sycamore Financial Group is an SEC-registered investment adviser in Kokomo, IN, registered since 2004. The firm manages $787 million in assets, with $732...

Sycamore Financial Group

Sycamore Financial Group is an SEC-registered investment adviser in Kokomo, IN, registered since 2004. The firm manages $787 million in assets, with $732 million on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

What is Sycamore Financial Group?

Sycamore Financial Group is a multi family office tracked on Altss.

What does Altss track for Sycamore Financial Group?

Altss maintains an OSINT-verified profile of Sycamore Financial Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Sycamore Financial Group's website?

Sycamore Financial Group's public website is sycamorefinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Sycamore Financial Group?

Sycamore Financial Group is classified by Altss as a Multi Family Office.

How does Altss source intelligence on Sycamore Financial Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Sycamore Financial Group's Altss profile last updated?

Sycamore Financial Group's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles