Sizemore Financial Services

Overview

Sizemore Financial Services is a small, single-owner advisory practice focused on portfolio management for individuals and small businesses. The firm operates as a capital allocator — it manages client portfolios directly and also selects third-party advisers when appropriate. Its business model charges clients a percentage of assets under management and the firm manages all client assets on a discretionary basis. Investment preference skews to listed equities and exchange-traded products, and the adviser does not position itself as an ESG-focused manager. The firm is organized as a sole proprietorship and serves a domestic client base rather than operating multi-state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices