Sidoxia Capital Management, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 145969
- Registered since
- July 23, 2025
- Website
- sidoxia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.18%
- Charitable Organizations15.61%
- Individuals13.59%
- Pooled Investment Vehicles0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sidoxia Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2025 and is owned by an individual. The firm advises both individual/family and institutional clients, offering financial planning and portfolio management services for individuals, small businesses, and institutions. Its billing approaches include percentage-of-assets, hourly charges, and fixed-fee arrangements. Sidoxia does not identify as an active ESG investor, and it is not registered as a multistate adviser. The firm lists an accounting affiliation among its professional connections.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds33%
- US Government Bonds8%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds1%
Contacts
3 of 3
Wade Slome
President & FounderCRD 2570384
Kevin Weaver
Vice President, Operations and ResearchCRD 6792996
Keith Bong
Registered Investment AdvisorCRD 3074241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$50.6M in ETFs
80%
$40.4M
15%
$10.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF (FLRT) | Active | Bank Loan | $7.1M | 151,885 | 13.99% |
Location
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 2901 W Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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