Insights

High revenue, small team Sidoxia operates with 2-10 employees and revenue in the 50-100 million range, indicating a lean, boutique firm with potential for scalable advisory services and targeted outsourcing to support growth in client wealth management offerings.

Fee-only value As a fee-only investment advisor emphasizing risk-adjusted returns, tax efficiency, and low fees, there is a sales opportunity to align with clients seeking transparent, cost-conscious wealth management and fiduciary-driven guidance.

Founder pedigree Led by Wade W. Slome, CFA, CFP and author with a background at American Century, the firm has a credible leadership story that can be leveraged in outreach to high-net-worth individuals and institutions seeking experienced portfolio management.

Tech stack leverage Utilizes cloud and web technologies (AWS, Cloudflare, Bootstrap, JSON-LD, etc.) indicating a modern digital presence and potential for scalable client onboarding, digital marketing partnerships, and analytics-driven client experiences.

Growth signals & market fit Revenue scale and positioning among mid-size advisory peers suggest opportunities to cross-sell financial planning, tax-efficient strategies, and fee-based services to similar RIA networks and independent advisers seeking best-practice support.

Sidoxia Capital Management, LLC Tech Stack

Sidoxia Capital Management, LLC uses 8 technology products and services including Amazon Web Services, Amazon S3, Sucuri, and more. Explore Sidoxia Capital Management, LLC's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Sucuri
    Content Delivery Network
  • JSON-LD
    Javascript Frameworks
  • ScrollReveal
    Javascript Libraries
  • Google Maps
    Maps
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks

Sidoxia Capital Management, LLC's Email Address Formats

Sidoxia Capital Management, LLC uses at least 1 format(s):
Sidoxia Capital Management, LLC Email FormatsExamplePercentage
FLast@sidoxia.comJDoe@sidoxia.com
86%
First@sidoxia.comJohn@sidoxia.com
14%

Frequently Asked Questions

What is Sidoxia Capital Management, LLC's phone number?

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You can contact Sidoxia Capital Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sidoxia Capital Management, LLC's official website and social media links?

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Sidoxia Capital Management, LLC's official website is sidoxia.com and has social profiles on LinkedIn.

How much revenue does Sidoxia Capital Management, LLC generate?

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As of August 2026, Sidoxia Capital Management, LLC's annual revenue is estimated to be $1M - $10M.

What is Sidoxia Capital Management, LLC's NAICS code?

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Sidoxia Capital Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sidoxia Capital Management, LLC have currently?

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As of August 2026, Sidoxia Capital Management, LLC has approximately 8 employees across 1 continents, including North America. Key team members include Vice President, Research And Operations: K. W.. Explore Sidoxia Capital Management, LLC's employee directory with LeadIQ.

What industry does Sidoxia Capital Management, LLC belong to?

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Sidoxia Capital Management, LLC operates in the Investment Management industry.

What technology does Sidoxia Capital Management, LLC use?

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Sidoxia Capital Management, LLC's tech stack includes Amazon Web ServicesAmazon S3SucuriJSON-LDScrollRevealGoogle MapsCloudflare Bot ManagementBootstrap.

What is Sidoxia Capital Management, LLC's email format?

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Sidoxia Capital Management, LLC's email format typically follows the pattern of FLast@sidoxia.com. Find more Sidoxia Capital Management, LLC email formats with LeadIQ.

When was Sidoxia Capital Management, LLC founded?

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Sidoxia Capital Management, LLC was founded in 2007.
Sidoxia Capital Management, LLC logo

Sidoxia Capital Management, LLC

Investment ManagementCalifornia, United States2-10 Employees

Sidoxia Capital Management, LLC operates in the investment management industry as a fee-only advisory firm. Founded in 2007 and based in Newport Beach, California, the firm emphasizes a disciplined, risk-adjusted approach aimed at minimizing fees and maximizing tax efficiency for clients, with the overarching goal of achieving superior long-term results. Its leadership, including founder Wade W. Slome, CFA, CFP®, brings experience from prior roles managing large mutual funds, and the firm’s service model centers on putting client needs first. The client base comprises individuals seeking investment strategies that balance risk and return while controlling costs and tax implications. Sidoxia positions itself as a professional advisory practice focused on outcome-oriented asset management, delivered through a process-driven methodology.” } smae? Need 2-6 sentences. current has 5 sentences. ok. Ensure no marketing hype. Neutral.  Output as JSON only. Done. } Wait JSON has closing curly brace; ensure proper quotes. Already. Return. } } extra? I included closing brace. Good. But check:

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Sidoxia Capital Management, LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Sidoxia Capital Management, LLC's revenue is estimated to be in the range of $1M - $10M

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