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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-2008
- Office Locations
- 1
Office Locations
About Sidoxia Capital Management, LLC
Sidoxia Capital Management is a Newport Beach, CA fee-only fiduciary providing investment management and financial planning for urban professionals, individuals, businesses, and institutions. The firm uses a proprietary, low-cost, long-term, tax-efficient approach and offers 401(k) retirement plan services; it also runs a concentrated, long-biased growth fund. Founded in 2008 by Wade W. Slome, CFA, CFP, a former $20B mutual fund manager.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WADE WILLIAM SLOME
Founder, Managing Member, President
- CRD
- #2570384
- Ownership
- 75% or more
Kevin Dana Weaver
Chief Compliance Officer, SENIOR VICE PRESIDENT, Vice President
- CRD
- #6792996
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEITH C BONG
Investment Advisor
- CRD
- #3074241
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,045,501 | $554,072 |
| Non-Discretionary | $0 | -- |
| Total | $149,045,501 | $554,072 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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