Asset manager · SAN Isidro, Peru
Sizemore Capital Management, LLC
SEC-registered investment adviser · CRD 146961 · SEC 801-120310
At a glance
Sizemore Capital Management, LLC is an SEC-registered investment adviser based in SAN Isidro, Peru, with $109 million in regulatory assets under management as of its Form ADV filed January 20, 2026. Its largest client group by assets is other investment advisers, and it reports 76 individual clients. By Form ADV it is a asset manager, ranked 2,308th of 3,218 asset managers and 15,130th of 17,210 SEC-registered advisers by assets.
Main office 214-265-6597sizemorecapital.comAs filed on Form ADV
- Regulatory AUM
- $109M
- Rank among asset managers
- #2,308 of 3,218
- Rank among all SEC RIAs
- #15,130 of 17,210
- Individual clients
- 76
- High-net-worth clients
- 48
- Accounts
- 707
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 3
Owners and executives on its Form ADV
- Charles L. SizemoreManaging Member and CCO
Custody and brokerage
Broker-dealer
Hybrid RIA
Sizemore Capital Management, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 2 | $71M | 65% |
| High-net-worth individuals | 48 | $21M | 19% |
| Pooled investment vehicles | 3 | $15M | 13% |
| Individuals | 28 | $3M | 3% |
Private funds
Sizemore Capital Management, LLC reports 9 private funds with $25M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Sizemore Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sizemorecapital.com ↗
AtlasMembers
The full record on Sizemore Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 578 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sizemore Capital Management, LLC manage?
Sizemore Capital Management, LLC reports $109 million in regulatory assets under management across 707 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 20, 2026.
What kind of firm is Sizemore Capital Management, LLC?
Sizemore Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Sizemore Capital Management, LLC’s clients?
By assets, its largest client types are other investment advisers ($71 million, 2 clients); high-net-worth individuals ($21 million, 48 clients); pooled investment vehicles ($15 million, 3 clients).
Does Sizemore Capital Management, LLC manage private funds?
Yes. It reports 9 private funds with $25 million in gross assets, including hedge funds.
Does Sizemore Capital Management, LLC have any disciplinary history?
Sizemore Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sizemore Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →