CRD: 159212
Sycamore Financial Planning, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2011
- Office Locations
- 2
Office Locations
About Sycamore Financial Planning, LLC
Sycamore Financial Planning is a fee-only, hourly financial planning RIA serving individuals and families across North Carolina’s Triangle and Charlotte. The firm focuses on objective planning through life transitions—helping clients manage trade-offs, align finances with values, and stay on track with ongoing course corrections. Portfolios are largely implemented with ETFs and asset-allocation-based construction, with support for tax and retirement planning.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES RANDALL CLIFTON
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5982197
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ethan Brendan Earles
Financial Planner
- CRD
- #6965314
JOSHUA NEAL HOLLAND
Financial Planner
- CRD
- #5113668
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,170,793 | -- |
| Non-Discretionary | $0 | -- |
| Total | $104,170,793 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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