MR
Mario L. Randholm Luque
SIZEMORE CAPITAL MANAGEMENT
Lima,
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CRD#: 5002254
MR
Professional summary
Mario Luis Randholm Luque, who also goes by Mario Bruzon Lucue, is a registered financial advisor currently at SIZEMORE CAPITAL MANAGEMENT, LLC .
Mario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mario has worked at 1 firm and has passed the Series 65 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mario Bruzon Lucue
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I serve as a consultant for a family office in Spain via my company Randholm and Company. I have maintained this relationship since June 2012. Details are included in the Employment section above. In my role, I assist the family office in selecting managers, evaluating risks and in various other tasks related to the investment of the family office's assets. The hours vary and may be 10-20 hours per month. My responsibilities are generally flexible in terms of timing and do not necessarily have to be carried out during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Mario Luis Randholm Luque's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 19, 2022 - Present
SIZEMORE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 146961
Lima,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SIZEMORE CAPITAL MANAGEMENT, LLC
BLUE ORBIT CAPITAL | SIZEMORE CAPITAL MANAGEMENT, LLC | PHYSICIAN CAPITAL PARTNERS | CAPITAL PARK WEALTH MANAGEMENT
CRD#: 146961 / SEC#: 801-120310
RIA
Registered Investment Advisory firm - (2/11/2021 Approved)Texas
Registered Investment Advisory firm - (2/13/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SC
SIZEMORE CAPITAL MANAGEMENT, LLC
BLUE ORBIT CAPITAL | SIZEMORE CAPITAL MANAGEMENT, LLC | PHYSICIAN CAPITAL PARTNERS | CAPITAL PARK WEALTH MANAGEMENT
CRD#: 146961 / SEC#: 801-120310
RIA
Registered Investment Advisory firm - (2/11/2021 Approved)Texas
Registered Investment Advisory firm - (2/13/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Calle Leonidas Yerovi 104 Office 204, San Isidro 15073
Mailing Address
8080 North Central Expy Ste 1700, Dallas, TX 75206
Phone number
(214) 265-6597
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 679 |
| AUM (Assets Under Management) | $ 115,744,682 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
