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SIZEMORE CAPITAL MANAGEMENT, LLC

SAN ISIDRO, Peru · CRD 146961 · IAPD ↗ · blueorbitcapital.com · (214) 265-6597

$109.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
9Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
February 2025 — SIZEMORE CAPITAL MANAGEMENT, LLC shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
February 2024 — SIZEMORE CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.