Christy Gregory
Sycamore Asset Management · Zionsville, Indiana
Christy Gregory is a fee-only financial advisor at Sycamore Asset Management in Zionsville, Indiana, who holds the CFP credential. Christy charges hourly fees and focuses on retirement planning and tax planning.
Request an introduction to Christy →
Specialties
Facts
| Firm | Sycamore Asset Management |
|---|---|
| Based in | Zionsville, Indiana |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $30.3M across 68 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 5141582 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sycamoreasset.net |
How Christy's firm compares
- Sycamore Asset Management's average account is about $446,000, from its Form ADV (assets managed divided by 68 accounts).
Request an introduction to Christy
Tell Christy a little about what you're looking for. Christy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christy
Is Christy Gregory a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christy holds no broker registration, and Sycamore Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christy charge for financial advice?
Christy charges hourly fees.
Where is Christy Gregory based?
Christy Gregory is based in Zionsville, Indiana.
What does Christy specialize in?
Christy's specialties include retirement planning and tax planning.
What credentials does Christy Gregory hold?
Christy Gregory holds the CFP credential.
Is Christy Gregory registered with the SEC?
Yes. Christy Gregory is registered as an investment adviser representative in IN (CRD 5141582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sycamore Asset Management manage?
Sycamore Asset Management reports $30.3M across 68 accounts in assets under management.
How do I contact Christy Gregory?
Through Christy's website, www.sycamoreasset.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sycamore Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.