Bank / Wealth / TrustRIA · CRD 145969SEC-RegisteredPrivate Fund Adviser

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Sidoxia Capital Management

Sidoxia Capital Management, LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2025. The firm manages approximately $149...

Sidoxia Capital Management logo

Sidoxia Capital Management

Sidoxia Capital Management, LLC is an SEC-registered investment adviser in Newport Beach, CA, registered since 2025. The firm manages approximately $149 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, CA, United States

Principals

Wade Slome

Founder, President, and Chief Investment Officer

Sector focus

Public EquitiesFixed IncomeExchange-Traded FundsPrivate Investments

Frequently asked questions

Who runs investment decisions at Sidoxia Capital Management?

Wade Slome, the founder, serves as President and Chief Investment Officer and is the sole named portfolio manager. Slome oversees all asset allocation and security selection across the firm's equity, fixed-income, and ETF strategies. Before launching Sidoxia in 2009, he managed a $1.5 billion large-cap growth portfolio at American Century Investments. The firm's structure concentrates investment authority in a single decision-maker, making Slome's judgment the binding constraint on the portfolio.

What is Sidoxia's core investment strategy?

Sidoxia runs a concentrated, multi-asset strategy blending large-cap growth equities, tactical ETF allocations, and fixed-income instruments. Founder Wade Slome has publicly described the equity philosophy as seeking 'growth at a reasonable price,' favoring companies with durable competitive moats and strong free-cash-flow profiles. The firm does not hug a benchmark, allowing position weights to reflect conviction rather than index composition. This approach originated from Slome's background running institutional portfolios at American Century, where a similar discipline eventually hit capacity constraints.

Does Sidoxia invest in private companies or only public markets?

Sidoxia primarily operates in public equities and fixed income but has made selective private investments in venture-stage technology companies. These private allocations are episodic and sourced through Wade Slome's personal network, not through a dedicated private equity fund structure. The firm's regulatory filing as a registered investment advisor places no structural barrier on including private deals within client portfolios, though the majority of assets are deployed in publicly traded securities.

How is Sidoxia structured compared to a family office?

Sidoxia is a registered investment advisor (RIA), not a family office. It manages discretionary separately managed accounts for multiple clients, including high-net-worth individuals, families, and smaller institutions. Unlike a multi-family office, Sidoxia does not offer concierge services, estate planning, or tax preparation. Its value proposition is entirely investment management, concentrated in a single portfolio construction framework run by one decision-maker — a tighter focus than the typical multi-service family office.

Why did Wade Slome leave American Century to start Sidoxia?

While Slome has not publicly detailed every factor, his departure from American Century in 2009 coincided with the aftermath of the financial crisis and the long-standing reality that successful institutional portfolio managers often hit capacity limits defined by their employer. At American Century, Slome managed a strategy that grew large enough to require soft-closing to new investors. Founding Sidoxia let him continue running a concentrated equity discipline without the asset-gathering constraints of a mutual fund complex, while also gaining the flexibility to incorporate fixed income, ETFs, and private investments across client portfolios.

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