Sizemore Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 20, 2026, reports $109M in regulatory assets under management, 3 employees, 2 offices, and 707 accounts.
Assets Under Management
$109M
Employees
3
Offices
2 offices
Total Clients
81
Primary office
SAN ISIDRO
CALLE LEONIDAS YEROVI 104, OFFICE 204, SAN ISIDRO, Peru
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.3% of total clients.
Top client categories% of clientsClients
1
HNWI
59.3%
48
2
Individuals
34.6%
28
3
Pooled Investment Vehicles
3.7%
3
4
Other Advisers
2.5%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of January 20, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$109M
Total Accounts707
10Y AUM Change+$7M (+7.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.