Charles Sizemore
Sizemore Capital Management · San Isidro, Peru
Charles Sizemore is a fee-only financial advisor at Sizemore Capital Management in San Isidro, Peru, who holds the CFA credential. Sizemore Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Sizemore Capital Management |
|---|---|
| Based in | San Isidro, Peru |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $109.4M across 707 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 5514843 |
| Exams passed | Series 63 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | blueorbitcapital.com |
How Charles's firm compares
- Sizemore Capital Management's average account is about $155,000, from its Form ADV (assets managed divided by 707 accounts).
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Questions about Charles
Is Charles Sizemore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Sizemore Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Sizemore Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Charles Sizemore based?
Charles Sizemore is based in San Isidro, Peru.
What credentials does Charles Sizemore hold?
Charles Sizemore holds the CFA credential.
Is Charles Sizemore registered with the SEC?
Yes. Charles Sizemore is registered as an investment adviser representative in TX (CRD 5514843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sizemore Capital Management manage?
Sizemore Capital Management reports $109.4M across 707 accounts in assets under management.
How do I contact Charles Sizemore?
Through Charles's website, blueorbitcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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