Sidoxia Capital Management, LLC

Sidoxia Capital Management, LLC (CRD# 145969) is a financial advisory firm headquartered in Newport Beach, CA. They manage $108,469,367 in 213 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2901 W. Coast Highway, Suite 200, Newport Beach, CA 92663
http://www.sidoxia.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $509,246
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sidoxia Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Keith Bong, financial advisor Newport Beach CA
Keith C. Bong
CRD#: 3074241
2901 W. Coast Highway, Suite 200, Newport Beach, CA 92663

Keith Bong (CRD# 3074241) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.

2
Wade Slome, financial advisor Newport Beach CA
Wade W. Slome
CRD#: 2570384
2901 W. Coast Highway, Suite 200, Newport Beach, CA 92663

Wade Slome (CRD# 2570384) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.

3
Kevin Weaver, financial advisor Newport Beach CA
Kevin D. Weaver
CRD#: 6792996
2901 W. Coast Highway, Suite 200, Newport Beach, CA 92663

Kevin Weaver (CRD# 6792996) is an Investment Advisor Representative working at Sidoxia Capital Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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