Charles Lewis Sizemore

Current Employers

Employment History

• 03/2008 → Present
  Sizemore Capital Management
  Dallas, TX
• 09/2014 → Present
  Dent Research
  Delray Beach, FL
• 05/2017 → Present
  Robertson Wealth Management, Llc.
  Houston, TX

Previous Registrations

• 2017-06-01 → 2017-09-13
  Robertson Investment Management
  Houston, TX

Other Businesses

IN ADDITION TO MY RESPONSIBILITIES WITH SIZEMORE CAPITAL MANAGEMENT LLC IN AN ADVISORY ROLE, I AN A WRITER AND RESEARCH ANALYST FOR DENT RESEARCH, THE PUBLISHER OF THE BOOM AND BUST REPORT NEWSLETTER. I ALSO PUBLISH THE SIZEMORE INSIGHTS BLOG AT WWW.CHARLESSIZEMORE.COM. I WOULD ESTIMATE THAT THE PUBLISHING BUSINESS REQUIRES APPROXIMATELY HALF OF MY WORKING HOURS, WITH SIZEMORE CAPITAL MANAGEMENT REQUIRING THE OTHER HALF. A LARGE AMOUNT OF THE RESEARCH I DO OVERLAPS AND IS USED FOR BOTH AREAS OF RESPONSIBILITY. ADDITIONALLY, I MANAGE CLIENT PORTFOLIOS FOR ROBERTSON WEALTH MANAGEMENT, A HOUSTON-BASED RIA FIRM. THE PORTFOLIOS I MANAGE AT ROBERTSON ARE SUBSTANTIALLY SIMILAR TO THOSE I MANAGE AT SIZEMORE CAPITAL MANAGEMENT, AND MY RESEARCH EFFORTS ARE USED FOR BOTH. SIMILARLY, VIA MY POSITION AT SIZEMORE CAPITAL MANAGEMENT, I ADVISE MCCANN WEALTH STRATEGIES, A PENNSYLVANIA-BASED RIA FIRM, AND PROVIDES PORTFOLIO MANAGEMENT AND ALLOCATION ADVICE IN THIS CAPACITY.THE PORTFOLIOS RUN FOR MCCANN WEALTH STRATEGIES ARE SUBSTANTIALLY SIMILAR TO THOSE RUN AT SIZEMORE CAPITAL MANAGEMENT. ADDITIONALLY, THOUGH MY POSITION AT SIZEMORE CAPITAL MANAGEMENT LLC, I PLACE SOME HIGH-NET-WORTH CLIENTS IN CERTAIN ACCREDITED INVESTOR INVESTMENTS. THIS SOMETIMES INVOLVES FEE SHARING, WHICH IS CONSIDERED A BROKER/DEALER ACTIVITY RATHER THAN AN RIA ACTIVITY. SIZEMORE CAPITAL MANAGEMENT LLC IS ALSO REGISTERED AS A NON-FINRA TEXAS DEALER.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-02

Designations

Other Names

• Charles Lewis Sizemore
• Charles Sizemore