RIA Intel›Advisers›North Carolina›SYCAMORE FINANCIAL PLANNING, LLC

SYCAMORE FINANCIAL PLANNING, LLC

Advisory

DURHAM, NC

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in NC

#405

of 516 advisers by AUM

Average account

$868K

across 120 accounts

AUM per adviser

$21M

5 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$104M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$104M

Discretionary AUM$104M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MA, NC, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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SANCTUARY FINANCIAL PLANNING, LLC

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