RIA Intel›Advisers›Indiana›SYCOMORE FINANCIAL LLC

SYCOMORE FINANCIAL LLC

Advisory

IN

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$79K

across 180 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, 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

50 clients

10 high-net-worth

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

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Advisers of similar size in IN

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

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THE OTHER 90 FINANCIAL, LLC

$15M

ADVANTAGE FINANCIAL PLANNING, INC.

$13M

GRIMALDI INVESTMENT SERVICES, LLC

$15M

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