Sizemore Capital Management, LLC

Sizemore Capital Management, LLC (CRD# 146961) is a financial advisory firm headquartered in Dallas, TX. They manage $111,836,474 in 686 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10440 North Central Expy, Ste 800, Dallas, TX 75231
https://blueorbitcapital.com/
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    686
    ACCOUNTS
  • Average Account Value
    $163,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sizemore Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Phillip Guerra, financial advisor Kennedale TX
Phillip B. Guerra
CRD#: 6598485
Kennedale, TX

Phillip Guerra (CRD# 6598485) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in Kennedale, TX and has over 8 years of experience in the finance industry.

2
Jonathan McClelland, financial advisor Austin TX
Jonathan G. McClelland
CRD#: 6868507
15100 Gebron Drive, Austin, TX 78734

Jonathan McClelland (CRD# 6868507) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in Austin, TX and has over 6 years of experience in the finance industry.

3
Charles Sizemore, financial advisor San Isidro
Charles L. Sizemore
CRD#: 5514843
San Isidro,

Charles Sizemore (CRD# 5514843) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in San Isidro, and has over 9 years of experience in the finance industry.

4
Edward Vickery, financial advisor San Isidro
Edward G. Vickery
CRD#: 5647286
San Isidro,

Edward Vickery (CRD# 5647286) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in San Isidro, and has over 14 years of experience in the finance industry.

5
Amir Hekmati, financial advisor San Isidro
Amir N. Hekmati
CRD#: 7029804
San Isidro,

Amir Hekmati (CRD# 7029804) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in San Isidro, and has over 5 years of experience in the finance industry.

6
Mario Randholm Luque, financial advisor Lima
Mario L. Randholm Luque
CRD#: 5002254
Lima,

Mario Randholm Luque (CRD# 5002254) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in Lima, and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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