Afamia Inc

Sizemore LLC, based in Dallas, TX, is the home of Sizemore Capital Management LLC, led by Chief Investment Officer Charles Lewis Sizemore, CFA. Specializing in dividend-focused portfolios and tax-efficient alternative allocations with minimal correlation to the stock market, Sizemore Capital Management offers expert financial advice and management services. Charles Sizemore is a well-respected figure in the investment community, appearing regularly on major financial news networks and contributing to reputable publications such as Barron’s Magazine and Forbes. With a strong educational background in finance and accounting from renowned institutions, Charles brings a wealth of knowledge and experience to his role as CIO. Driven by a commitment to providing valuable insights and guidance to clients, Sizemore LLC distinguishes itself through a focus on income-producing stocks, real estate, and overseas markets. By staying abreast of demographic trends and their impact on economic factors, Sizemore Capital Management offers a comprehensive approach to financial planning and investment strategies. Generated from the website content

Tria Capital Partners is a Dallas-based firm that offers long-term, minority financing solutions to wealth management firms in need of capital for acquisitions, ownership transitions, and other growth opportunities. With a team of experienced professionals specializing in RIA M&A, succession planning, and strategic operations, Tria aims to be a valuable and supportive partner in realizing the vision of its clients. Co-founded by Steven E. Cortez, Yvonne N. Kanner, and Benjamin J. Robins, Tria Capital Partners brings together a wealth of expertise in the industry. The firm's commitment to empowering RIAs is reflected in its belief that these firms should be majority-owned and controlled by their employees, making Tria a preferred financing partner for industry-leading RIAs seeking outside capital while maintaining their independence.Generated from the website

Hammersmith Trust is a Dallas-based company specializing in SEC receiverships, led by the experienced Michael J. Quilling. With a focus on active and closed cases, Hammersmith Trust offers comprehensive services and updates for individuals seeking information on SEC receiverships.Generated from the website