Sidoxia Capital Management, LLC

Sidoxia Capital Management, LLC (CRD# 145969) is a financial advisory firm headquartered in Newport Beach, CA. They manage $41,908,966 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $432,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sidoxia Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keith C. Bong
CRD#: 3074241
2901 W. Coast Highway, Suite 200, Newport Beach, CA 92663
96
Wealthminder
score

Keith Bong (CRD# 3074241) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.

2
Wade W. Slome
CRD#: 2570384
2901 W. Coast Highway, Suite 200, Newport Beach, CA 92663
96
Wealthminder
score

Wade Slome (CRD# 2570384) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry. Wade Slome has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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