{
  "crd_number": 146961,
  "slug": "sizemore-capital-management-llc-san-isidro-146961",
  "primary_business_name": "SIZEMORE CAPITAL MANAGEMENT, LLC",
  "legal_name": "SIZEMORE CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "CAPITAL PARK WEALTH MANAGEMENT"
  ],
  "city": "San Isidro",
  "state": null,
  "country": "Peru",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-11",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "carried_forward": false,
  "raum_total": 109428829.0,
  "raum_discretionary": 109428829.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 2920614.0,
      "count": 28
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 71370155.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 20539435.0,
      "count": 48
    },
    "pooled_investment_vehicles": {
      "raum": 14598625.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://blueorbitcapital.com",
    "https://charlessizemore.com",
    "https://sizemorecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146961",
  "city_as_filed": "SAN ISIDRO",
  "url": "https://advisorcensus.com/firm/sizemore-capital-management-llc-san-isidro-146961",
  "display_name": "Sizemore Capital Management, LLC",
  "summary": "Sizemore Capital Management, LLC is an SEC-registered investment advisory firm in San Isidro, Peru, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. Sizemore Capital Management, LLC (CRD 146961): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sizemore Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sizemore Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Sizemore Capital Management, LLC located?",
      "a": "Sizemore Capital Management, LLC's principal office is in San Isidro, Peru, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sizemore Capital Management, LLC registered with the SEC or a state?",
      "a": "Sizemore Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 146961."
    },
    {
      "q": "How much does Sizemore Capital Management, LLC manage?",
      "a": "Sizemore Capital Management, LLC reports $109,428,829 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sizemore Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sizemore Capital Management, LLC: Regulatory assets under management: $102,126,173 in the October 2021 data and $109,428,829 in the October 2026 data, up 7%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sizemore Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (28); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Sizemore Capital Management, LLC use?",
      "a": "Sizemore Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and Millennium Trust Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sizemore Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146961"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 102126173.0,
      "total_employees": 5,
      "filing_date": "2021-08-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 108603308.0,
      "total_employees": 6,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113292197.0,
      "total_employees": 6,
      "filing_date": "2023-01-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111836474.0,
      "total_employees": 6,
      "filing_date": "2024-01-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 115744682.0,
      "total_employees": 6,
      "filing_date": "2025-01-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 109428829.0,
      "total_employees": 3,
      "filing_date": "2026-01-20"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Millennium Trust Company LLC",
      "name_as_filed": "MILLENNIUM TRUST COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sizemore-capital-management-llc-san-isidro-146961.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 2920614.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 20539435.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 14598625.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": true,
      "raum": 71370155.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146961",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}