Overview
Assets Under Management: $149 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 45
Average Client Assets: $2.3 million
Frequently Asked Questions
SIDOXIA CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145969), SIDOXIA CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SIDOXIA CAPITAL MANAGEMENT, LLC is headquartered in NEWPORT BEACH, CA.
SIDOXIA CAPITAL MANAGEMENT, LLC serves 45 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, SIDOXIA CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SIDOXIA CAPITAL MANAGEMENT, LLC manages $149 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, SIDOXIA CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.18%
Average Client Assets: $2.3 million
Total Client Accounts: 269
Discretionary Accounts: 269
Regulatory Filings
CRD Number: 145969
Filing ID: 2080970
Last Filing Date: 2026-03-26 09:15:10