Sizemore Capital Management, LLC is a boutique investment advisory firm founded by Charles Sizemore, CFA. The firm specializes in providing personalized wealth management, investment advisory, and financial planning services to a clientele of individuals, families, and small business retirement plans. Their investment approach is rooted in value and income-oriented strategies, aiming to build durable, all-weather portfolios designed to meet long-term financial goals.

Founded in

United States