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, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2025) and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Fees are charged via a mix of assets-under-management percentages, hourly billing, and fixed fees. Sidoxia identifies equities as its primary preference and does not present itself as an active ESG investor or as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$56.7M in ETFs
83%
$46.9M
14%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF (FLRT) | Active | Bank Loan | $7.3M | 156,362 | 12.80% |
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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