Firm
Sizemore Capital Management
Austin, Texas
Fee-only
Sizemore Capital Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 3 employees and 76 individual clients, 48 of them high net worth.
- Its average account is about $155,000 (assets it manages divided by its 707 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | blueorbitcapital.com |
| Phone | (214) 265-6597 |
Sizemore Capital Management fees
Sizemore Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $109 million |
| Individual clients | 28 |
| High-net-worth clients | 48 |
| Accounts managed | 707 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-120310) |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 146961 |