# Sizemore Capital Management, LLC

> 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.

- CRD: 146961
- Filed as: SIZEMORE CAPITAL MANAGEMENT, LLC
- Also doing business as: CAPITAL PARK WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Isidro, Peru
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146961
- AdvisorCensus page: https://advisorcensus.com/firm/sizemore-capital-management-llc-san-isidro-146961

## Quick answers

**How is Sizemore Capital Management, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sizemore Capital Management, LLC located?**
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).

**Is Sizemore Capital Management, LLC registered with the SEC or a state?**
Sizemore Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 146961.

**How much does Sizemore Capital Management, LLC manage?**
Sizemore Capital Management, LLC reports $109,428,829 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**How have Sizemore Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Sizemore Capital Management, LLC serve?**
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).

**Which custodians does Sizemore Capital Management, LLC use?**
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.

**Does Sizemore Capital Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- Millennium Trust Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $109,428,829
- Discretionary: $109,428,829
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $2,920,614 |
| High net worth individuals | 48 | $20,539,435 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $14,598,625 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 2 | $71,370,155 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- blueorbitcapital.com
- charlessizemore.com
- sizemorecapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $102,126,173 | 5 | August 5, 2021 |
| October 2022 | $108,603,308 | 6 | September 26, 2022 |
| October 2023 | $113,292,197 | 6 | January 5, 2023 |
| October 2024 | $111,836,474 | 6 | January 31, 2024 |
| October 2025 | $115,744,682 | 6 | January 3, 2025 |
| October 2026 | $109,428,829 | 3 | January 20, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sizemore Capital Management, LLC (CRD 146961): Form ADV filing data as of October 2026.