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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-2002
- Office Locations
- 4
Office Locations
About Sycamore Financial Advisors, Inc.
Sycamore Financial Advisors, Inc. (Sycamore Financial) is a Tennessee-based RIA providing comprehensive financial counseling and wealth management. The firm combines financial planning with portfolio construction, asset allocation, and risk management, using ETFs and mutual funds alongside cash and fixed income. Planning work includes retirement, tax, and estate planning, with insurance coordination. Client accounts are custodied at Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LESLIE IRVING JACO JR
Managing Principal, President, PRINCIPAL
- CRD
- #1198112
- Ownership
- 75% or more
G. ROBERT HOPPER
Financial Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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JAMES ALAN BROWN
--
- CRD
- #32435
PAUL B SHANKLIN
Founder
- CRD
- #4954897
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,952,746 | -- |
| Non-Discretionary | $8,653,684 | -- |
| Total | $101,606,430 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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