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Wade William Slome

Sidoxia Capital Management, LLC

Newport Beach, CA

CRD 2570384

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Employer firm

Sidoxia Capital Management, LLC CRD 145969

$149M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Sidoxia Capital Management, Llc

2901 W. Coast Highway Suite 200, Newport Beach, CA 92663 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-23
CA RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-07-23
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

2901 W. Coast Highway Suite 200, Newport Beach, CA 92663 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sidoxia Capital Management, Llc Huntington Beach CA 09/2007 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-02-24
  • S63 Uniform Securities Agent State Law Examination
    1995-02-24
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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