|Other Names:||Charles Lewis Sizemore, Charles Sizemore|
Sizemore Capital Management, LLC
Charles Lewis Sizemore, CFA is the founder and Chief Investment Officer of Sizemore Capital Management LLC, an RIA firm based in Dallas, Texas offering investment advisory services to clients, including managed accounts, ETF portfolios, equity portfolios, IRA and Roth IRA management, retirement planning, and educational ...(see more)
Charles Sizemore brings his investment ideas to the StockTwits Blog Network.
In a world of deleveraging, inflation is not your primary concern.
Charles Sizemore's recent appearances on TV, radio, and in print.
Sizemore Capital is making a strategic allocation shift for all ETF portfolios with U.S. large cap exposure. This affects the Tactical ETF Portfolio and the Strategic Growth Allocation.
Guide to choosing the right dividend-focused ETF.
Charles is a regular contributor to the MarketWatch Trading Deck
Charles Sizemore offers his insights to the Forbes MoneyBuilder
Charles Sizemore weaves traditional value investing with his unique blend of history, demographics, and global current events into each issue of the Sizemore Investment Letter.
|High Net Worth Individuals|
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
|Sizemore Capital Management||6 years||Mar 2008 - Present|
|Hs Dent Investment Management||6 years, 3 months||Sep 2004 - Dec 2010|
|London School of Economics||1 year, 2 months||Jul 2003 - Sep 2004|
No Disclosures Found
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
There is currently no information available.
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.