Jonathan G. Mcclelland

SIZEMORE CAPITAL MANAGEMENT

Austin, TX 78734

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CRD#: 6868507

Professional summary

Jonathan Gregory Mcclelland, who also goes by Jonathan Mcclelland, is a registered financial advisor currently at SIZEMORE CAPITAL MANAGEMENT, LLC located in Austin, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 2 firms and has passed the Series 66, Series 7TO, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Mcclelland

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 Jonathan Gregory Mcclelland'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

January 7, 2021 - Present

SIZEMORE CAPITAL MANAGEMENT, LLC

Office #1: 15100 Gebron Drive, Austin, TX 78734

RIA

CRD#: 146961

Austin, TX

Past

February 28, 2018 - June 15, 2020

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

AUSTIN, TX

Past

November 4, 2017 - June 15, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

AUSTIN, 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".

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/7/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/11/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2024

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 12/7/2023

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2017

General Securities Representative Examination

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)

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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 (1/3/2025)

ADV PART 2B PHILLIP GUERRA (1/3/2025)

ADV PART 2B AMIR HEKMATI (1/3/2025)

MARIO RANDHOLM (1/3/2025)

ADV PART 2A (1/3/2025)

JONATHAN MCCLELLAND (1/3/2025)

ADV PART 2B EDWARD VICKERY (1/3/2025)

Regulatory assets under management

Total Number of Accounts	679
AUM (Assets Under Management)	$ 115,744,682

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

Jonathan G. Mcclelland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Gregory Mcclelland's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

SIZEMORE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2018

Series 7TO

Date: 3/22/2024

Series 3

Date: 12/7/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2017

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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