Sidoxia Capital Management, LLC

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Client assets under management

$124,843,875

Clients

105

43% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,188,989

About

Sidoxia provides investment advisory and planning services primarily to individual clients — including high‑net‑worth and accredited investors — as well as to related trusts, estates and institutional retirement plans. The firm offers discretionary portfolio management across its Fusion strategies, financial planning and consulting, and also serves as the general partner and investment manager of a pooled private fund available to accredited investors.

The firm typically implements diversified, risk‑profiled Fusion portfolios (Conservative, Moderate, Aggressive, and an ETF‑focused option) combining ETFs, individual equities, fixed income and select closed‑end funds, with regular monitoring and periodic rebalancing. For its private fund Sidoxia pursues longer‑term, growth‑oriented equity investments in large‑ and mid‑cap names, with opportunistic small‑cap exposure and the selective use of leverage, options, short sales and tax‑efficient techniques where appropriate.

What distinguishes Sidoxia from many peers of similar size is its role as a private fund adviser and manager of a pooled vehicle — including an accredited‑investor minimum, an initial lock‑up period and quarterly redemption mechanics — which is uncommon among supported firms. The firm also discloses an affiliation with an accounting/tax professional who may receive client referrals (with no ongoing referral fees currently), and it operates a directed custody/brokerage arrangement for its managed accounts while retaining the ability to compensate third parties for fund investor referrals.

Client services

Financial planning Portfolio management Consulting services

Expertise

Tax-loss harvesting Active portfolio management Passive / index investing Concentrated stock management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees charged as fixed fee of $1,000

Percentage

$500,000 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% Above $3,000,000+: 0.75%

Project-based

$300 per hour for consulting services

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 (may be negotiable) Fee-only: Fee-only advisor with no commissions or asset-based sales charges

Main office location

Sidoxia Capital Management, LLC

2901 W. Coast Highway, Suite 200

Newport Beach CA 92663, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 949-258-4322

Advisors at this firm

Wade S

CFP®, CFA®, Series 63

Newport Beach, CA

Sidoxia Capital Management, LLC

Wade Slome is a CFP® and CFA® with 17 years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2007. He is based in Newport Beach, CA, and holds a Series 63 license. Sidoxia Capital Management provides discretionary portfolio management, financial planning, and investment consulting primarily to individuals—including high-net-worth and accredited investors—as well as institutional clients. The firm employs a customized “Fusion” investment approach that integrates fundamental research, quantitative screening, and an internal cash-flow ranking system across multiple asset classes, managing both separate accounts and private pooled vehicles.

Tax-loss harvesting Active portfolio management Passive / index investing Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive

Keith B

CFA®, Series 66

Newport Beach, CA

Sidoxia Capital Management, LLC

Keith Bong is a CFA® charterholder and holds a Series 66 license, with 23 years of industry experience. He has been with Sidoxia Capital Management, LLC since 2014. Outside of his advisory role, he provides accounting and tax services as a CPA, is a managing member of a private investment company, and may teach college-level finance courses. Sidoxia Capital Management offers discretionary portfolio management, financial planning, and investment consulting primarily to individuals and institutional clients. The firm employs a customized investment approach combining fundamental research and quantitative methods, managing both separate accounts and private pooled vehicles.

Tax-loss harvesting Active portfolio management Passive / index investing Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive

Kevin W

CFP®

Newport Beach, CA

Sidoxia Capital Management, LLC

Kevin Weaver is a CFP® professional with eight years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. Based in Newport Beach, CA, he works alongside one other advisor at the firm. Sidoxia Capital Management offers discretionary portfolio management, financial planning, and investment consulting primarily to individuals, including high-net-worth and accredited investors, as well as institutional clients. The firm employs a customized “Fusion” investment approach that integrates fundamental research, quantitative screening, and an internal cash-flow ranking system across various asset classes, managing both separate accounts and private pooled investment vehicles.

Tax-loss harvesting Active portfolio management Passive / index investing Concentrated stock management Options & derivatives strategies Founder/Business Owner Executive

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