Sizemore Capital Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$109M

Discretionary

$109M

100% of AUM

Avg account

$155K

Accounts

707

Employees

Advisory reps

Firm details

Headquarters: San Isidro,
CRD number: 146961
Registered since: February 11, 2021
Website: sizemorecapital.com
Custodians: CHARLES SCHWAB & CO., INC., MILLENNIUM TRUST CO., LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers65.22%
HNWI18.77%
Pooled Investment Vehicles13.34%
Individuals2.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sizemore Capital Management, LLC is an independent, SEC-registered RIA that operates as a capital allocator for both high‑net‑worth individuals/families and institutional clients. The firm registered with the SEC in 2021 and is organized as a limited liability company under individual ownership. Its advisory toolkit includes financial planning and portfolio management across individual, pooled vehicle and institutional mandates, plus selection of outside advisers. Sizemore also performs roles typical of private-vehicle sponsors — acting as a CPO/CTA and serving as sponsor, GP or managing member for pooled vehicles. Fee arrangements include percentage-of-AUM, fixed-fee engagements and performance-based compensation. The firm does not identify as an active ESG investor.