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Sizemore Capital Management, LLC

Sizemore Capital Management, LLC
Sizemore Capital Management is a fee-based investments firm based in Dallas, Texas offering financial planning and money management services to individuals and institutions.

Firm Information

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Articles/Publications

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

Advisors (1)

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Name Start Date
Charles Lewis Sizemore, CFA May 2008
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that 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 advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$6.0M
Total Assets
19
Accounts
$313.2K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Charles Lewis Sizemore, CFA Managing Member 03/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
7557 Rambler Road
Dallas , TX 75231
Phone Number: 214-717-4935

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets