About Us

About Sizemore
Capital Management

Sizemore Capital Management is a Registered Investment Adviser based in Dallas, Texas primarily serving high net worth individuals, family offices and institutions.

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

Sizemore Capital Form ADV Part 2a

Privacy Policy

Business Continuity Plan