SYCAMORE FINANCIAL ADVISORS, INC.

Overview

Sycamore Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual proprietor. The firm serves individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which it integrates into client planning when appropriate. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and uses listed instruments as the core of client portfolios. That core exposure is supplemented with mutual funds and selectively deployed alternative allocations — primarily private placements and real estate — via third‑party managers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees, reflecting service models that range from ongoing discretionary management to project‑based planning. Sycamore is not identified as an active ESG investor and is not classified as a multi‑state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices