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Edward George Vickery

Investment adviser representative at Sizemore Capital Management, LLC
17 yearsExperience
1 stateRegistered in
$109.4MFirm assets
5 yearsFirm in business

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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

17 years in the industry.

  1. Sizemore Capital Management, LLCJul 2020 to now
  2. Caradon Capital IntroductionsFeb 2010 to now
  3. Silver Leaf Partners, LLCJan 2010 to now
  4. Monterosso InvestmentsMar 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2010

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
5647286
Firm CRD
146961
Advisor's SEC record (opens in a new tab)
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