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Sidoxia Capital Management, LLC

EST. AUM
$149,045,501

CONTACTS
2

CLIENT ACCOUNTS
269

Firm Details

Metro area Los Angeles
CRD Number 145969
Website sidoxia.com
Client types

Overview

Sidoxia Capital Management is a boutique, fee-only Registered Investment Advisor based in Newport Beach, California. Founded in 2007–2008 by Wade W. Slome, CFA, CFP®, the firm offers independent, client-first financial services with no commission-based conflicts. Their services include investment management, financial planning, 401(k) retirement services, and a long-biased hedge fund, all delivered through a disciplined, tax-efficient, and low-cost approach. The name “Sidoxia” reflects their core philosophy of optimism—seeing market volatility as a source of opportunity rather than fear. With institutional-level experience, the team focuses on empowering clients to plan, invest, and prosper through a fiduciary, transparent relationship.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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