Charles Lewis Sizemore
Investment adviser representative at Sizemore Capital Management, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$109.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Robertson Wealth Management, LLC.May 2017 to now
- Dent ResearchSep 2014 to now
- Sizemore Capital Management, LLCMar 2008 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sizemore Capital Management, LLC
$109.4MAssets managed
81Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5514843
- Firm CRD
- 146961