CS
Charles L. Sizemore
SIZEMORE CAPITAL MANAGEMENT
SAN ISIDRO, 15073
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CRD#: 5514843
CS
Professional summary
Charles Lewis Sizemore, who also goes by Charles Sizemore, is a registered financial advisor currently at SIZEMORE CAPITAL MANAGEMENT, LLC .
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Charles has worked at 2 firms and has passed the Series 63 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Sizemore
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.
IN ADDITION TO MY RESPONSIBILITIES WITH SIZEMORE CAPITAL MANAGEMENT LLC IN AN ADVISORY ROLE, I AN A WRITER AND RESEARCH ANALYST FOR DENT RESEARCH, THE PUBLISHER OF THE BOOM AND BUST REPORT NEWSLETTER. I ALSO PUBLISH THE SIZEMORE INSIGHTS BLOG AT WWW.CHARLESSIZEMORE.COM. I WOULD ESTIMATE THAT THE PUBLISHING BUSINESS REQUIRES APPROXIMATELY HALF OF MY WORKING HOURS, WITH SIZEMORE CAPITAL MANAGEMENT REQUIRING THE OTHER HALF. A LARGE AMOUNT OF THE RESEARCH I DO OVERLAPS AND IS USED FOR BOTH AREAS OF RESPONSIBILITY.
ADDITIONALLY, I MANAGE CLIENT PORTFOLIOS FOR ROBERTSON WEALTH MANAGEMENT, A HOUSTON-BASED RIA FIRM. THE PORTFOLIOS I MANAGE AT ROBERTSON ARE SUBSTANTIALLY SIMILAR TO THOSE I MANAGE AT SIZEMORE CAPITAL MANAGEMENT, AND MY RESEARCH EFFORTS ARE USED FOR BOTH. SIMILARLY, VIA MY POSITION AT SIZEMORE CAPITAL MANAGEMENT, I ADVISE MCCANN WEALTH STRATEGIES, A PENNSYLVANIA-BASED RIA FIRM, AND PROVIDES PORTFOLIO MANAGEMENT AND ALLOCATION ADVICE IN THIS CAPACITY.THE PORTFOLIOS RUN FOR MCCANN WEALTH STRATEGIES ARE SUBSTANTIALLY SIMILAR TO THOSE RUN AT SIZEMORE CAPITAL MANAGEMENT.
ADDITIONALLY, THOUGH MY POSITION AT SIZEMORE CAPITAL MANAGEMENT LLC, I PLACE SOME HIGH-NET-WORTH CLIENTS IN CERTAIN ACCREDITED INVESTOR INVESTMENTS. THIS SOMETIMES INVOLVES FEE SHARING, WHICH IS CONSIDERED A BROKER/DEALER ACTIVITY RATHER THAN AN RIA ACTIVITY. SIZEMORE CAPITAL MANAGEMENT LLC IS ALSO REGISTERED AS A NON-FINRA TEXAS DEALER.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Lewis Sizemore'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
May 27, 2008 - Present
SIZEMORE CAPITAL MANAGEMENT, LLC
Office #1: Calle Leonidas Yerovi 104 Office 204, San Isidro 15073RIA
CRD#: 146961
SAN ISIDRO,
Past
June 1, 2017 - September 13, 2017
ROBERTSON INVESTMENT MANAGEMENT
RIA
CRD#: 115425
HOUSTON, TX
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(5/27/2008)
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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Company Information
SIZEMORE CAPITAL MANAGEMENT, LLC
CRD#: 146961San Isidro 15073TRUST BUT VERIFY
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