Jonathan
Mcclelland
Sizemore Capital Management, LLC
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About this Advisor
Jonathan Mcclelland is a financial advisor who works out of Austin, Texas with 2 years of industry experience. Mcclelland is an employee of Sizemore Capital Management, LLC. During their career, Mcclelland has held roles at Pepperdine University, Anything But Salads, Lizzy'S All Natural, Which Wich, Cheekwood Botanical Garden, Axa Advisors, LLC, Bag Securities LLC and Sizemore Capital Management LLC. Mcclelland has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Sizemore Capital Management, LLC is an advisory business with a branch in Austin, Texas. It has a total of six financial advisors. It oversees $113 million in assets under management across its 792 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 792 client accounts, 55% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Sizemore Capital Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on the financial services offered. However, fees charged by Sizemore Capital Management, LLC most likely consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sizemore Capital Management, LLC Brokerage Details
$113,292,197
6
792
$143,046
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Mcclelland Work History
Jonathan has been registered as a financial advisor for 2 years.*
Sizemore Capital Management LLC
Bag Securities LLC
Pepperdine University
Axa Advisors, LLC
Anything But Salads
Lizzy'S All Natural
Which Wich
Cheekwood Botanical Garden
Pepperdine University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Mcclelland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sizemore Capital Management, LLC
Austin, TX
Houston, TX
Lima,
Dallas, TX
Kennedale, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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