Jonathan McClelland
Sizemore Capital Management · Austin, Texas
Jonathan McClelland is a fee-only financial advisor at Sizemore Capital Management in Austin, Texas. 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 | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $109.4M across 707 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6868507 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | blueorbitcapital.com |
How Jonathan'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 Jonathan
Is Jonathan McClelland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Sizemore Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jonathan McClelland based?
Jonathan McClelland is based in Austin, Texas.
Is Jonathan McClelland registered with the SEC?
Yes. Jonathan McClelland is registered as an investment adviser representative in TX (CRD 6868507), 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 Jonathan McClelland?
Through Jonathan'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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