There are at least two notable people named Charles Sizemore with verifiable business profiles, and getting the right one matters before you trust any number you find online. The most prominent for net worth research purposes is Charles Lewis Sizemore, CFA, the owner of Sizemore Capital Management LLC in Dallas, Texas, a registered investment advisory firm. Based on available regulatory filings, business valuation proxies, and income estimates for a boutique RIA owner of his profile, a reasonable estimated net worth range for Charles Lewis Sizemore as of April 2026 is $1 million to $5 million, with the midpoint estimate around $2 to $3 million. That range is wide because private firm ownership, investment portfolios, and personal real estate are not publicly disclosed in detail, and estimates rely on indirect signals rather than audited statements.
Charles Sizemore Net Worth 2026: Estimate, Sources, and How It’s Calculated
Which Charles Sizemore are we actually talking about?
This is not a trivial question. At least three distinct individuals named Charles Sizemore show up in credible public records, and conflating them is one of the most common errors in online net worth coverage.
- Charles Lewis Sizemore, CFA: Owner and supervisor of Sizemore Capital Management LLC, a registered investment advisory firm based in Dallas, Texas. This is the individual most likely to appear in financial media contexts and is the primary subject of this profile.
- Charles D. Sizemore: Listed as President of The Memory Company (also known as The Memory Company, LLC), a licensed sports collectible and merchandise business located at 25 Downing Dr, Phenix City, Alabama 36869. This profile appears in BBB business records and the company's own corporate materials.
- A separate Charles Sizemore who appears as a criminal defendant in U.S. District Court for the Eastern District of Kentucky, with court records noting a release date of April 21, 2020 and additional incarceration ending December 29, 2023. This is clearly a different individual and unrelated to the business profiles above.
If you landed here because you were researching a financial advisor or investment commentary author, you want Charles Lewis Sizemore of Dallas. If you were looking for someone in sports memorabilia licensing, you want Charles D. Sizemore of Phenix City, Alabama. The Kentucky court record belongs to neither. The disambiguation cues to use are: middle initial or middle name, business domain, and geographic location. Any net worth claim that does not specify which Charles Sizemore it describes should be treated with skepticism from the start.
How net worth estimates are actually built
Net worth is assets minus liabilities, but for private individuals like either Charles Sizemore, you rarely get a clean ledger. What researchers and reference sites actually do is build an estimate from multiple indirect signals, then apply a confidence range to acknowledge what remains unknown.
For Charles Lewis Sizemore of Sizemore Capital Management LLC, the methodology works like this. His firm files a Form ADV Part 2A with the SEC, which discloses assets under management (AUM) as of a given date, typically December 31 of the prior year. AUM is not the same as personal net worth, but it gives a proxy for firm revenue: boutique RIAs typically charge 0.5% to 1.25% of AUM annually, so you can estimate gross revenue from AUM, then apply typical operating cost ratios and owner compensation structures to estimate personal income. From there, you apply reasonable assumptions about savings rate, investment returns, and real estate equity to build a cumulative wealth estimate over a career.
For Charles D. Sizemore of The Memory Company, the methodology shifts. Licensed sports merchandise businesses generate revenue through royalty agreements with leagues and teams (NFL, MLB, NBA, etc.), wholesale margins, and retail distribution. Business valuation for a privately held licensing company typically applies a multiple of 2x to 5x annual EBITDA, but without public filings, revenue and profit figures are not available. Property records for the Phenix City, Alabama address and any affiliated assets could be checked through county assessor databases to add a real estate component.
Income sources: where the money comes from
Charles Lewis Sizemore (investment advisor, Dallas)
- Advisory fees from Sizemore Capital Management LLC: The primary income stream, derived from a percentage of client AUM. AUM figures are disclosed in Form ADV filings, which are public documents accessible through the SEC's IAPD database.
- Investment commentary and media: Sizemore has appeared in financial media contexts, which may generate speaking fees, sponsorship income, or licensing revenue for written content, though these amounts are not publicly disclosed.
- Personal investment portfolio: As an investment professional, a meaningful portion of personal wealth is likely allocated to equities, bonds, and possibly alternative investments, generating dividends, interest, and capital gains over time.
- Real estate: Personal property equity in the Dallas metro area is a plausible asset component, given the region's historically strong real estate appreciation, though no specific holdings are publicly confirmed.
Charles D. Sizemore (sports memorabilia, Phenix City)
- Licensing revenue from The Memory Company: Income from royalty arrangements with professional sports leagues and teams for branded collectible merchandise.
- Business equity: Ownership stake in The Memory Company itself, which carries asset value based on the firm's revenue, margins, and market position in the licensed merchandise industry.
- Real estate and personal assets: Any personal property holdings in the Phenix City, Alabama area, checkable through the Russell County or Phenix City property records.
- Retained earnings and distributions: Private company owners often draw income through salary plus periodic profit distributions, neither of which is publicly disclosed for a private LLC.
Assets, liabilities, and what the estimate actually includes
Net worth estimates for private individuals like either Charles Sizemore are almost always incomplete on the liabilities side. Public records can surface mortgage debt through county recorder filings, and business debt sometimes appears in UCC filings, but personal loans, lines of credit, tax obligations, and other liabilities are typically invisible without direct disclosure. This means any estimate you see is almost certainly an asset-heavy number that understates true debt load, which is why ranges rather than single figures are the honest way to report them.
On the asset side, what is estimable for Charles Lewis Sizemore includes firm equity in Sizemore Capital Management, personal investment accounts (proxied from career income and savings assumptions), and real estate equity. What is typically excluded or unknown: retirement account balances (401k, IRA), private equity or partnership stakes not disclosed in ADV filings, closely held business interests beyond the primary firm, collectibles or other non-financial assets, and any trust or estate planning structures that may hold assets off personal balance sheets.
For Charles D. Sizemore of The Memory Company, the largest single asset is likely the business itself, but private company valuation is highly sensitive to assumptions about revenue and margin. A 3x revenue multiple and a 5x EBITDA multiple could produce very different numbers depending on The Memory Company's actual financials, which are not public.
How this estimate evolves over time
Net worth for a private individual is not static, and a responsible reference site treats estimates as time-stamped snapshots rather than permanent facts. Here is how the key data points for Charles Lewis Sizemore are likely to shift.
| Trigger Event | Likely Direction | Where to Watch |
|---|---|---|
| Annual Form ADV filing (typically March/April) | AUM change affects revenue estimate up or down | SEC IAPD database (adviserinfo.sec.gov) |
| Market performance (equity/bond markets) | Portfolio value and AUM move with markets | Broad market indexes as a proxy |
| New client acquisitions or major redemptions | AUM and revenue change | Next Form ADV filing |
| Real estate transactions in Dallas metro | Property equity changes | County appraisal district records (Dallas CAD) |
| New media/publishing ventures | Additional income streams | Published bylines, interviews, press releases |
| Firm sale, merger, or closure | Major one-time asset event | SEC filings, press coverage, FINRA BrokerCheck |
For Charles D. Sizemore of The Memory Company, comparable triggers would include changes in licensing agreements with major sports leagues, shifts in the sports collectibles market (which saw significant volatility in 2020 to 2023), any business sale or acquisition, and property transactions in the Phenix City area. The Memory Company's BBB profile and Alabama Secretary of State business registration records are the most practical public data points to monitor.
As of April 23, 2026, the most recent Form ADV data available for Sizemore Capital Management LLC references AUM as of December 31, 2023. If a more recent filing has been submitted for the 2024 or 2025 fiscal year, that would be the most current input for any updated estimate.
How to verify these numbers yourself (and spot bad sources)
The internet is full of net worth pages that publish confident-sounding figures with no methodology behind them, sometimes scraping numbers from other equally unreliable sites and presenting them as facts. If you are specifically looking for Sonny Charles net worth, treat any number you see as unverified unless it cites primary documents and a clear methodology net worth pages. Here is how to do better research in about 20 minutes.
- Check the SEC IAPD database (adviserinfo.sec.gov) for Sizemore Capital Management LLC. This gives you the Form ADV filing, which states AUM, number of clients, and ownership structure. It is a primary regulatory document, not an estimate.
- Search the FINRA BrokerCheck database for Charles Sizemore if you want to verify licensing status and any regulatory history for the investment advisor profile.
- For The Memory Company, search the Alabama Secretary of State business entity database and the BBB profile for the Phenix City address. These confirm the business is active and identify officers.
- Check Dallas County Central Appraisal District (or the relevant county) for real estate holdings under the name Charles Sizemore for the investment advisor profile. Russell County records serve the same purpose for the Alabama profile.
- Search UCC filings through the relevant state's Secretary of State to surface any business liens or secured debt obligations.
- For any media appearances or published commentary by Charles Lewis Sizemore, cross-reference bylines and publication dates to build a career timeline, which supports income estimation.
- If a net worth site does not cite a methodology, does not distinguish which Charles Sizemore it is describing, or quotes a suspiciously round and confident number like '$10 million' with no explanation, treat it as unreliable.
Red flags to watch for: pages that list net worth for 'Charles Sizemore' without specifying which one, sites that show identical net worth figures across multiple people with the same name, pages that have not been updated in years but present figures as current, and any site asking you to pay for a 'full report' that likely just aggregates public records you can access for free.
The honest bottom line is that for either Charles Sizemore, precise wealth figures are not publicly available. For a broader comparison to similar wealth-estimate articles, see charles skinner net worth and note how these profiles also rely on public records and transparent methodology rather than confirmed balances. The <a data-article-id="287543F2-EB89-42F5-9D0F-6553A029DE47"><a data-article-id="E84E03A5-2DC9-45F1-AE1C-2F39E063C6B8">$1 million to $5 million range for Charles Lewis Sizemore</a></a> is a grounded estimate based on RIA firm ownership and career income proxies, not a confirmed balance sheet. If you need this number for a serious purpose (due diligence, journalism, legal research), primary sources like Form ADV filings, property records, and direct interviews are the only path to a defensible figure. For casual curiosity, the range and methodology here give you a reliable framework for understanding where the money likely comes from and why the exact number stays uncertain.
If you are researching other prominent Charles figures in business and finance, profiles like those of Charles Smith and Charles Sophy follow similar methodological approaches, with wealth estimates built from career earnings, firm ownership, and available public filings rather than speculation. If you are comparing adjacent cases like Charles Sophy net worth, use the same standard of primary documents and transparent methodology before accepting any single figure.
FAQ
How can I confirm I am looking at the right Charles Sizemore when sources may mix people with the same name?
Use the middle initial or middle name, the business domain (investment advisory versus sports licensing), and the location in any claim. If a net worth page does not clearly identify which Charles Sizemore it means and what business entity ties to that person, treat the figure as unreliable even if the number looks specific.
Why might a 2026 Charles Sizemore net worth estimate be off even if it references Form ADV filings?
For Charles Lewis Sizemore, the SEC Form ADV AUM date matters. If the estimate uses AUM from an older year (for example, Dec 31, 2023) but the article is written for 2026, the net worth estimate can lag reality, especially if markets rose or the client base changed.
Can AUM from Form ADV be used as a direct proxy for Charles Lewis Sizemore’s personal net worth?
AUM is not ownership. AUM tells you roughly how much the firm managed, not how much the owner personally has. An owner can have significant personal net worth with modest AUM (due to prior savings) or comparatively low net worth with high AUM (lower equity stake, higher expenses, or less retained profit).
What is the biggest reason RIA-based net worth estimates should use a wide range instead of a single dollar figure?
Boutique RIA revenue and owner compensation vary widely by business model. Two firms with the same AUM can produce different owner pay if one has higher staff costs, different fee schedules, or a different payout and retention structure. That is why responsible estimates should use a range and not a single multiplier.
What are the most common missing liability items that make Charles Sizemore net worth estimates look inflated?
Liabilities often get ignored, so asset-based estimates can read too high. To sanity-check, look for any publicly visible mortgage and property liens in county records, and if business debt is discoverable via UCC filings, consider it as a factor that can reduce what the owner truly keeps after debts.
Why do net worth estimates for private individuals often miss retirement account balances or treat them inconsistently?
Retirement accounts can be meaningful, but balances are typically private unless the person disclosed them directly. Because the article notes major account types are usually excluded or unknown, a net worth figure that looks “complete” but does not mention retirement assumptions is likely incomplete.
How do I evaluate whether a Charles Sizemore net worth number is actually defensible research or just a guess?
If the reference site claims the exact figure is confirmed, that is a red flag for private individuals. For Charles Sizemore, a defensible claim should explain inputs (like AUM year, assumed fee rate, cost ratios, and equity/real estate assumptions) and show it is a time-stamped estimate, not a verified balance sheet.
What should I monitor over time to refine the estimate for each Charles Sizemore mentioned in the article?
Track updates to the specific primary sources tied to the person. For Charles Lewis Sizemore, focus on new or amended Form ADV filings that update the AUM reference date. For Charles D. Sizemore, watch for new business registrations, address-linked property transactions, and meaningful changes in licensing relationships that would affect revenue and valuation assumptions.
What are the most common research mistakes that lead to incorrect Charles Sizemore net worth results?
Be careful with websites that show identical numbers across multiple people with the same name, or that reuse the same methodology text without adapting it. Another common mistake is confusing “firm equity” with “personal net worth,” especially when the firm is an LLC and ownership details are not explicitly stated.
What are the next steps if I need Charles Sizemore net worth for a serious purpose, not casual interest?
If you need the number for journalism, due diligence, or legal work, the next step is to use primary documents: Form ADV for the RIA, county assessor and recorder records for real estate, and any disclosures tied to the specific entity. Treat online summaries as leads, not as evidence.