$14.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2017
- Office Locations
- 1
Office Locations
-- Anderson IN
About Sycomore Financial
Sycomore Financial is a fee-only fiduciary RIA in central Indiana offering ongoing and one-time financial planning alongside investment management, tax planning, insurance planning, and goal projections. Led by Treavor Dodsworth (CFP, CPA, CKA), the firm emphasizes integrated, tax-aware advice and participates in networks such as XY Planning Network and NAPFA; custody includes Schwab and Betterment.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$196.3K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Treavor Andrew Dodsworth
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6586733
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,135,316 | -- |
| Total | $14,135,316 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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