Sizemore Capital Management is a Registered Investment Advisory firm based in Dallas, Texas serving high net worth individuals, institutions and individual investors.
Our services include traditional money management, liquid alternative strategies and full-service wealth management. We focus primarily on absolute-return strategies with low correlations to the traditional equity markets.
The firm was founded in 2008.
Ethics & Standards
Sizemore Capital has adopted the CFA Institute Asset Manager Code of Conduct, which outlines the ethical and professional responsibilities of firms that manage assets on behalf of clients. The CFA Institute’s mission is to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. To foster this culture of ethics and professionalism, CFA Institute offers this voluntary code of conduct. Additionally, firm personnel are expected to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Our Regulatory Filings