Sidoxia Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,843,875
Clients
105
Advisors
3
of 3 employees
About
Sidoxia Capital Management provides investment advice primarily to individual investors—including high‑net‑worth and accredited investors—along with select institutional clients such as corporate retirement plans and endowments. The firm offers discretionary portfolio management, financial planning, consulting, and sub‑advisory services for other advisers.
Its investment work is organized around a set of Fusion strategies (conservative, moderate, aggressive, and an ETF‑focused option) that combine low‑cost ETFs, individual equities, fixed income and other vehicles, with accounts generally managed on a discretionary basis and rebalanced periodically. The firm emphasizes longer holding periods and tax‑aware techniques in taxable accounts while retaining the ability to use opportunistic tools such as options, short positions and limited leverage when appropriate.
Distinctive features include acting as the general partner and manager of a private pooled investment vehicle offered to accredited investors, with fund governance, redemption notice requirements and an initial lock‑up that differentiate it from many peers. The firm also has an affiliation with a principal who provides accounting and tax services to clients and maintains disclosed referral and sub‑advisory relationships, which the firm addresses in its policies.
Client services
Expertise
Fee options
Financial planning fees charged as a fixed fee of $1,000
$500,000 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% Above $3,000,000+: 0.75%
$300.00 per hour for consulting services
Account minimum: $500,000 Minimum fee: Generally requires a minimum annual fee of $5,000, which may be negotiable under certain circumstances Fee-only: Sidoxia operates as a fee-only advisor and receives no commissions or commissioned products
Main office
2901 W. Coast Highway, Suite 200
Newport Beach CA 92663
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Paragon Financial Management · Sidoxia Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Wade S
CFP®, CFA®, Series 63
Newport Beach, CA
Sidoxia Capital Management, LLC
Wade Slome is a financial advisor at Sidoxia Capital Management, LLC, holding the CFP®, CFA®, and Series 63 designations with 18 years of industry experience. He has been with Sidoxia since 2007. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional clients. The firm employs Fusion strategies that blend low-cost ETFs, equities, and fixed income with a focus on longer holding periods and tax-aware approaches, managing accounts on a discretionary basis.
Keith B
CFA®, Series 66
Newport Beach, CA
Sidoxia Capital Management, LLC
Keith Bong is a CFA® charterholder with 24 years of industry experience. He has worked at Sidoxia Capital Management, LLC since 2014 and previously spent 12 years at Topper Capital Management, Inc. Bong is also a CPA who provides accounting and tax services seasonally and may teach college-level finance courses. Additionally, he serves as a managing member of a private investment company, Portola Capital Group LLC. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional accounts. The firm employs Fusion strategies that combine low-cost ETFs, individual equities, and fixed income, emphasizing long-term holding periods and tax-aware management.
Kevin W
CFP®
Newport Beach, CA
Sidoxia Capital Management, LLC
Kevin Weaver is a CFP® professional with nine years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. He is based in Newport Beach, CA. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional entities. The firm employs Fusion strategies combining ETFs, equities, and fixed income with an emphasis on tax-aware, longer-term management and discretionary portfolio oversight.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)