Unclaimed Profile

Craig Allen Smith

SYCAMORE FINANCIAL GROUP, INC.·KOKOMO, Indiana

SYCAMORE FINANCIAL GROUP, INC.

2713 ROCKFORD LANE, KOKOMO, IN 46902CRD# 810191Firm CRD# 14143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Allen Smith · KOKOMO, IN

Registration

CRD #810191 · SYCAMORE FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Craig Allen Smith is a registered financial advisor based in KOKOMO, Indiana, affiliated with SYCAMORE FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SYCAMORE FINANCIAL GROUP, INC.

SYCAMORE FINANCIAL GROUP

AUM

$666M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SYCAMORE FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 810191

Firm CRD# 14143

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Allen Smith offer?

Craig Allen Smith specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KOKOMO, Indiana for a consultation.

What are Craig Allen Smith's credentials?

Craig Allen Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Allen Smith located?

Craig Allen Smith is based in KOKOMO, Indiana, working with SYCAMORE FINANCIAL GROUP, INC.. Their office serves clients in the KOKOMO metropolitan area and surrounding communities.

How does Craig Allen Smith charge for services?

Craig Allen Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYCAMORE FINANCIAL GROUP, INC.?

SYCAMORE FINANCIAL GROUP, INC. has approximately 4 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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