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Keith C Bong

Sidoxia Capital Management, LLC

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About Keith C Bong

Keith Bong is an Investment Advisor Representative with Sidoxia Capital Management, LLC. Keith has over 20 years of experience in the financial services industry and is a Chartered Financial Analyst. Keith specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Keith is registered in California and is a member of the Financial Industry Regulatory Authority (FINRA). Keith also serves as a Managing Member of Portola Capital Group LLC, a private investment company.

Firm Information

Keith Bong is currently registered with Sidoxia Capital Management, LLC. 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.

$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.

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Keith Bong’s Registration & Firm History

CA

01/01/2025 - Present

Sidoxia Capital Management, LLC (NEWPORT BEACH CA)

NY

07/09/1998 - 07/20/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/29/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith C Bong.
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