SIZEMORE CAPITAL MANAGEMENT, LLC

CRD 146961 · SEC 801-120310

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CALLE LEONIDAS YEROVI 104, OFFICE 204, SAN ISIDRO, TX, 15073, Peru

Phone

(214) 265-6597

Fax

(214) 572-7865

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$109.4M

Discretionary AUM

$109.4M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-01-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	28	$2.9M
High net worth individuals	48	$20.5M
Pooled investment vehicles	3	$14.6M
Other investment advisers	2	$71.4M

States served

All web addresses on file

https://blueorbitcapital.com/
https://charlessizemore.com/
HTTP://WWW.SIZEMORECAPITAL.COM

Official SEC filing: View on IAPD