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Sizemore Capital Management, LLC

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 5, 2017
    • $49.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 111
      Accounts
    • $447.9K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Firm Client types

Advisors

Current Advisors

# of advisors

1

name start date
Charles Lewis Sizemore, CFA
May 2008

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Charles Lewis Sizemore Managing Member March, 2008 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees