RIA Intel›Advisers›Indiana›SYCAMORE ASSET MANAGEMENT, LLC

SYCAMORE ASSET MANAGEMENT, LLC

Advisory

IN

Data as of Apr 2, 2026 · Source: SEC Form ADV

Average account
$446K
across 68 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM
$30M
Discretionary %
0%
Clients
42
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$0
Non-Discretionary AUM$30M
Discretionary %0%
Total Clients42
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

FINANCIAL PLANNING CONSULTANTS, INC.
LAFAYETTE, IN
$30M
+11.5% 1Y
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
SOUTH BEND, IN
$30M
ELEVATION FINANCIAL LLC
$30M
ACCESS PARTNERS LLC
EVANSVILLE, IN
$31M
+89.8% 1Y
VERTICAL WEALTH, LLC
INDIANAPOLIS, IN
$32M
MOORE PRIVATE WEALTH L.L.C.
$32M

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