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Sidoxia Capital Management, LLC

Headquartered in NEWPORT BEACH, CA

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Firm Information

Sidoxia Capital Management, LLC is an investment advisor with approximately $108,469,367 in regulatory assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, other investment advisors, charitable organizations, and pooled investment vehicles.

Sidoxia Capital Management, LLC

$108.47M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SIDOXIA CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

NEWPORT BEACH, CA

Advisors at Sidoxia Capital Management, LLC

View All 3 Advisors
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Kevin Dana Weaver

CFP®, RA

NEWPORT BEACH, CA

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Wade William Slome

CFP®, CFA®, RA

NEWPORT BEACH, CA

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Unclaimed
Keith C Bong

CFA®, RA

NEWPORT BEACH, CA

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Disclosures

There are no public disclosures for Sidoxia Capital Management, LLC.

Frequently Asked Questions (5)

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