A complete list of active advisors currently associated with Sidoxia Capital Management, LLC

Warmer can help you find a great advisor at Sidoxia Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sidoxia Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.