Sycamore Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,991,926
Clients
192
Advisors
5
across 4 offices
About
Sycamore Financial Advisors, Inc. works with individuals, families, small businesses, trusts, estates and related entities to provide ongoing financial planning and portfolio management as well as standalone financial planning engagements. The firm also assists clients with insurance placement and insurance contracts, noting that producers receive compensation from insurance companies for those placements.
The firm’s investment approach is built around strategic asset allocation implemented through three management tracks — a mutual fund/ETF–based strategy, a strategy using individual securities (including certain option strategies), and a personalized program that explicitly uses active option writing to generate income or hedge positions. Sycamore uses both fundamental and technical analysis, employs passive and active vehicles as appropriate, and typically manages the majority of client assets on a discretionary basis with client-specific restrictions and review schedules.
What distinguishes Sycamore from many peers is the dual role as an investment adviser and an insurance broker/agent, with disclosed commission-based compensation for some insurance products rather than solely fee-only arrangements, a structure that is relatively uncommon among similar team firms. The firm also operates with a sub-advisor arrangement for certain assets and fields multiple advisors holding industry certifications (CFP®, CPC, AIF®), supporting pension consulting and specialized plan design work in addition to household wealth management.
Client services
Expertise
Occupation focus
Fee options
Financial planning may be provided for a negotiated fixed fee
$0 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001 - $6,000,000: 0.75% over $6,000,000+: negotiable $0 - $500,000: 1.65% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% over $3,000,000+: negotiable $0 - $5,000,000: 1.65% over $5,000,000+: Negotiable
Insurance contracts commissions paid to producers by insurance companies; no other commissions
Financial planning services at $150/hour
Minimum fee: Minimum fee of $3.33 monthly for Strategic Asset Management; $3.33 monthly for Strategic Investment Management; $10 quarterly for Personalized Asset Allocation Strategies Fee-only: Comprehensive Financial Planning at $150/hour or negotiated fixed fee
Main office
See office51 B Murray Guard Dr
Jackson TN 38305
Advisors at this office
2
Offices (4)
Most active in
Tennessee · Texas
Also doing business as
Brown Investment Group Of Sycamore Financial Advisors · Shanklin Capital Management Inc · Sycamore Financial Advisors, Inc. · Sycamorefinancial Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy S
Series 63
Humboldt, TN
Sycamore Financial Advisors, Inc.
Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.
Leslie J
Series 63, Series 65
Jackson, TN
Sycamore Financial Advisors, Inc.
Leslie Jaco is a financial advisor with Sycamore Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Since 2009, Leslie has been with Shanklin Capital Management, Inc. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for around 230 households. The firm offers investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, utilizing a strategic asset allocation framework with multiple investment approaches and integrating licensed insurance services alongside advisory offerings.
Paul S
Series 65
Cordova, TN
Sycamore Financial Advisors, Inc.
Paul Shanklin is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 65 designation and has managed Shanklin Capital Management, Inc. since 2001. Outside of finance, he is the owner and manager of Servicemaster Professional Cleaning Services, a business he has been involved with since 1983. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, employing a strategic asset allocation framework that includes mutual funds, individual securities, and active option strategies.
James B
Series 63, Series 65
Nashville, TN
Sycamore Financial Advisors, Inc.
James Brown is a financial advisor at Sycamore Financial Advisors, Inc. in Nashville, TN, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shanklin Capital Management, Inc. dba Sycamore Financial Advisor since 2016 and Wells Fargo Advisors LLC since 2009. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, using a strategic asset allocation framework that includes mutual funds, ETFs, individual securities, and active option strategies.
Robert T
Series 63, Series 65
Jackson, TN
Sycamore Financial Advisors, Inc.
Robert Tucker III is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shanklin Capital Management, Inc. since 2005. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm provides investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, combining strategic asset allocation with both mutual fund and individual security strategies alongside licensed insurance services.
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