Sizemore Capital Management, LLC

Sizemore Capital Management, LLC (CRD# 146961) is a financial advisory firm headquartered in Dallas, TX. They manage $45,900,000 in 382 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $120,157
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sizemore Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles L. Sizemore
CRD#: 5514843
10440 N. Central Expressway, Suite 800, Dallas, TX 75231
93
Wealthminder
score

Charles Sizemore (CRD# 5514843) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in Dallas, TX and has over 3 years of experience in the finance industry.

2
Phillip B. Guerra
CRD#: 6598485
10440 N. Central Expressway, Suite 800, Dallas, TX 75231
89
Wealthminder
score

Phillip Guerra (CRD# 6598485) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in Dallas, TX and has over 2 years of experience in the finance industry.

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