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).
Total Assets Under Management46MILLION
Total Number of Accounts382ACCOUNTS
Average Account Value$120,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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.
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.