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Charles Lewis Sizemore, CFA

Charles Lewis Sizemore, CFA

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Information

Other Names: Charles Lewis Sizemore, Charles Sizemore
Firm:
Type: RIA
Description

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)

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Answers and Guides

Level 18 Level 18 Contributor 20 Answers and 6 Financial Guides

Top Answers

Answered Jun 22, 2012 near Dallas, TX
11 votes
There are a couple points to consider here: What is the time horizon of these riskier investments? If these risky investments are ones that you intend to buy and hold for a while, it makes more sense to put them in a taxable account and to save your ...(more)
Answered Jun 25, 2012 near Dallas, TX
11 votes
Futures have little use as an investment vehicle for the vast majority of investors, unless you happen to be a farmer or miner hedging your production (and I KNOW that the vast majority of Brightscope readers are farmers looking for advice on how to hedge ...(more)
Answered Jun 20, 2012 near Dallas, TX
10 votes
The comments about choosing a fee-based advisor are spot on. When an advisor is paid a fee that is based on a percentage of the assets managed, they have every incentive to grow your nest egg responsibly without taking undue risk. Here are a few other ...(more)
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Top Guides

Investing in Preferred Stock: What You Need to Know

Published Jul 26, 2012
4 votes
With yields on bonds and CDs so low as to almost be insulting, investors are finding themselves searching for income in places they might normally have never thought to look. I’ve written extensively about dividend ...(more)

Spotting a Value Trap

Published Jun 18, 2012
8 votes
Question: When looking at cheaply-priced stocks, how do you know which ones are solid value stocks and which ones are dreaded value traps? Answer: The value stocks eventually recover, whereas the value traps do not. ...(more)

European Dividend Stocks: What You Need to Know

Published Jun 06, 2012
9 votes
For all the talk of dividend investing in recent years, it’s easy to lose sight of the fact that the average U.S. stock, as measured by the S&P 500, still yields a paltry 1.9%. Even ...(more)
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*Answers and guides are provided without compensation.

Advisor Information

Articles/Publications

Charles Sizemore on the StockTwits Blog Network

Charles Sizemore brings his investment ideas to the StockTwits Blog Network.

Worried About Inflation? I'm Not

In a world of deleveraging, inflation is not your primary concern.

Charles Sizemore in the Media

Charles Sizemore's recent appearances on TV, radio, and in print.

Sizemore Capital Allocation Change: Dividend Achievers

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.

Dividend ETFs for Growth and Income

Guide to choosing the right dividend-focused ETF.

Charles Sizemore on the MarketWatch Trading Deck

Charles is a regular contributor to the MarketWatch Trading Deck

Charles Sizemore on Forbes MoneyBuilder

Charles Sizemore offers his insights to the Forbes MoneyBuilder

The Sizemore Investment Letter

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.

Social Media

Firm Client Types

Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
Sizemore Capital Management 6 years, 1 month 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
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 05/02/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Disclosures

No Disclosures Found

As of Date
05/02/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*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.

Advisor Exams

There is currently no information available.

Advisor Compensation Arrangements

help text
Fee Only
Advisor

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.


Types of Compensation Arrangements