Edward G. Vickery

SIZEMORE CAPITAL MANAGEMENT

Redondo Beach, CA

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CRD#: 5647286

Professional summary

Edward George Vickery is a registered financial advisor currently at SIZEMORE CAPITAL MANAGEMENT, LLC located in Redondo Beach, California and SILVER LEAF PARTNERS, LLC located in New York, New York.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Edward has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 3 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward George Vickery's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 7, 2020 - Present

SIZEMORE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 146961

Redondo Beach, CA

Current

March 25, 2010 - Present

SILVER LEAF PARTNERS, LLC

Office #1: 3 Columbus Circle Floor 15, New York, NY 10019

CRD#: 126694

New York, NY

Past

May 17, 2016 - January 8, 2019

HEDGEPORT ASSOCIATES LLC

RIA

CRD#: 150019

Torrance, CA

Past

April 19, 2012 - May 27, 2014

ABSOLUTE RETURN CAPITAL ADVISORS, LLC.

RIA

CRD#: 133680

LOS ANGELES, CA

Past

November 5, 2009 - January 25, 2012

ABSOLUTE RETURN CAPITAL ADVISORS, LLC.

RIA

CRD#: 133680

LOS ANGELES, CA

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/20/2010)

New York
(10/20/2010)

IAR

Texas
(7/7/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/19/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/4/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/2010

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 5/12/2009

National Commodity Futures Examination

Principal/Supervisory Exam

Series 30

Date: 11/25/2013

NFA Branch Manager Examination

SRO Registrations

FINRA

Current Firm

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)

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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B CHARLES SIZEMORE (1/20/2026)

ADV PART 2B PHILLIP GUERRA (1/20/2026)

MARIO RANDHOLM (1/20/2026)

ADV PART 2A (1/20/2026)

JONATHAN MCCLELLAND (1/20/2026)

ADV PART 2B EDWARD VICKERY (1/20/2026)

Regulatory assets under management

Total Number of Accounts	707
AUM (Assets Under Management)	$ 109,428,829

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Edward G. Vickery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward George Vickery's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIZEMORE CAPITAL MANAGEMENT, LLC

SILVER LEAF PARTNERS, LLC

HEDGEPORT ASSOCIATES LLC

ABSOLUTE RETURN CAPITAL ADVISORS, LLC.

ABSOLUTE RETURN CAPITAL ADVISORS, LLC.

Primary Firm SEC Registration

SIZEMORE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/19/2010

Series 65

Date: 11/4/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/24/2010

Series 3

Date: 5/12/2009

Series 30

Date: 11/25/2013

FINRA

Current Firm

SIZEMORE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIZEMORE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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