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 organized as an LLC and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional mandates, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fees are a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Sidoxia reports no active ESG investing focus and is not designated as a multi-state adviser. An accounting firm is listed as an industry affiliation.
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%
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 39Active vs passive
$43.8M in ETFs
83%
$36.1M
14%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF (FLRT) | Active | Bank Loan | $5.5M | 118,868 | 12.58% |
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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