Sizemore Capital Management, Llc
- Regulatory AUM
- $109M
- Discretionary
- $109M
- Clients
- 81
- Avg AUM / client
- $1.4M
- Accounts
- 707
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $2.9M | 2.67% |
| High net worth individuals | 48 | $20.5M | 18.8% |
| Pooled investment vehicles (non-investment companies) | 3 | $14.6M | 13.3% |
| Other investment advisers | 2 | $71.4M | 65.2% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $29.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Blue Orbit Multi Strategy Fund Lp Series B Diversified Premium | Hedge Fund | Delaware | $9.8M | 37 |
| Blue Orbit Capital Fund I, Lp | Hedge Fund | Delaware | $6.7M | 41 |
| Blue Orbit Multi Strategy Fund Lp Series I Fund Of Funds master | Hedge Fund | Delaware | $5.5M | 7 |
| Blue Orbit Multi Strategy Fund, Lp. | Hedge Fund | Delaware | $4.3M | 19 |
| Blue Orbit Multi Strategy Fund Lp Series K Fund Of Funds Ii | Hedge Fund | Delaware | $1.3M | 6 |
| Blue Orbit Multi Strategy Fund Lp Series A Adaptive Asset Allocation | Hedge Fund | Delaware | $950K | 11 |
| Blue Orbit Multi Strategy Fund Lp Series C Long/Short Alpha | Hedge Fund | Delaware | $785K | 6 |
| Blue Orbit Multi Strategy Fund Lp Series F Medical Receivables | Hedge Fund | Delaware | $233K | 3 |
| Blue Orbit Multi Strategy Fund Lp Series D Risk Offset | Hedge Fund | Delaware | $103K | 3 |
| Blue Orbit Multi Strategy Fund Lp Series J Capital Enhanced | Hedge Fund | Delaware | $100K | 3 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Lewis Sizemore | Managing Member And Cco | CFA | Mar 2008 (18y) | 75% or more |
| Phillip Benjamin Guerra | Registered representative | Sep 2016 (10y) | ||
| Edward George Vickery | Registered representative | Jul 2020 (6y) | ||
| Jonathan Gregory Mc Clelland | Registered representative | Jan 2021 (6y) | ||
| Mario Luis Randholm Luque | Registered representative | Sep 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $29.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Blue Orbit Multi Strategy Fund Lp Series B Diversified Premium | Hedge Fund | $9.8M | $100K | 37 |
| Blue Orbit Capital Fund I, Lp | Hedge Fund | $6.7M | $1.0M | 41 |
| Blue Orbit Multi Strategy Fund Lp Series I Fund Of Funds | Hedge Fund | $5.5M | $100K | 7 |
| Blue Orbit Multi Strategy Fund, Lp. | Hedge Fund | $4.3M | $1.0M | 19 |
| Blue Orbit Multi Strategy Fund Lp Series K Fund Of Funds Ii | Hedge Fund | $1.3M | $500K | 6 |
| Blue Orbit Multi Strategy Fund Lp Series A Adaptive Asset Allocation | Hedge Fund | $950K | $1.0M | 11 |
| Blue Orbit Multi Strategy Fund Lp Series C Long/Short Alpha | Hedge Fund | $785K | $100K | 6 |
| Blue Orbit Multi Strategy Fund Lp Series F Medical Receivables | Hedge Fund | $233K | $100K | 3 |
| Blue Orbit Multi Strategy Fund Lp Series D Risk Offset | Hedge Fund | $103K | $100K | 3 |
| Blue Orbit Multi Strategy Fund Lp Series J Capital Enhanced | Hedge Fund | $100K | $25.0K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 2.88 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $66.6M (61% of AUM) Jan 2026
- Millennium Trust Company, Llc $11.0M (10% of AUM) Jan 2026
- Interactive Brokers $3.4M (3% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗