RIA Intel›Advisers›SIZEMORE CAPITAL MANAGEMENT, LLC

SIZEMORE CAPITAL MANAGEMENT, LLC

Hybrid

N·SAN ISIDRO

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM

$109M

1-Year AUM Growth

-1.3%

3-Year CAGR

+3.0%

Employees

2

Assets Under Management

Total AUM$109M

Discretionary AUM$109M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Private Funds

Number of Private Funds9

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record10

First FilingJan 12, 2021

Latest FilingJan 20, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SIZEMORE CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.