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Craig Allen Smith

SYCAMORE FINANCIAL GROUP, INC.·KOKOMO, Indiana
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2713 ROCKFORD LANE, KOKOMO, IN 46902CRD# 810191Firm CRD# 14143
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SYCAMORE FINANCIAL GROUP, INC.
SYCAMORE FINANCIAL GROUP
AUM
$666M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SYCAMORE FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 810191
Firm CRD# 14143
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
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