Sidoxia Capital Management, LLC
SEC RegisteredPlan. Invest. Prosper.
About the firm
Sidoxia was founded by Wade W. Slome, CFA, CFP in 2008 in Newport Beach, California to fill a void in the financial services marketplace for independent, client-driven advice that is free of conflicts. Having managed a $20 billion mutual fund and worked in the industry for more than thirty years, Mr. Slome's extensive experience and credentials allow him to provide institutional-quality service to all clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management utilizing low-cost, long term, tax efficient strategies; independent, fee-only fiduciary financial planning; 401(k) retirement savings and tax deferral strategies for owners and their employees; and a concentrated long biased growth hedge fund.
Who they serve
Individuals, businesses, and institutions, including urban professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 60 | $20M |
| High Net Worth Individuals | 45 | $105M |
| Pension/Profit Sharing Plans | 1 | $942k |
| State/Municipal Entities | 2 | — |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $500,000 - $2,000,000 | 1.25% |
| $2,000,001 - $3,000,000 | 1.00% |
| Above $3,000,000 | 0.75% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sidoxia Capital Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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