# Sidoxia Capital Management

Sidoxia Capital Management is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** sidoxia.com
- **LinkedIn:** https://www.linkedin.com/company/sidoxia-capital-management-llc

## Regulatory record

- **CRD number:** 145969
- **SEC file number:** 801-133930
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145969

## About

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.

## Sectors

- Public Equities
- Fixed Income
- Exchange-Traded Funds
- Private Investments

## People

- Wade Slome — Founder, President, and Chief Investment Officer

## 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.

### 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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Last updated: 2026-07-08T22:28:35.214Z

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