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 provides investment advisory and planning services primarily to individual clients — including high‑net‑worth and accredited investors — as well as to related trusts, estates and institutional retirement plans. The firm offers discretionary portfolio management across its Fusion strategies, financial planning and consulting, and also serves as the general partner and investment manager of a pooled private fund available to accredited investors. The firm typically implements diversified, risk‑profiled Fusion portfolios (Conservative, Moderate, Aggressive, and an ETF‑focused option) combining ETFs, individual equities, fixed income and select closed‑end funds, with regular monitoring and periodic rebalancing. For its private fund Sidoxia pursues longer‑term, growth‑oriented equity investments in large‑ and mid‑cap names, with opportunistic small‑cap exposure and the selective use of leverage, options, short sales and tax‑efficient techniques where appropriate. What distinguishes Sidoxia from many peers of similar size is its role as a private fund adviser and manager of a pooled vehicle — including an accredited‑investor minimum, an initial lock‑up period and quarterly redemption mechanics — which is uncommon among supported firms. The firm also discloses an affiliation with an accounting/tax professional who may receive client referrals (with no ongoing referral fees currently), and it operates a directed custody/brokerage arrangement for its managed accounts while retaining the ability to compensate third parties for fund investor referrals.

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.