Insights

Boutique scale Sidoxia Capital Management is a small, fee-only investment advisory with 2-10 employees and revenue in the 1M-10M range, indicating a potential for high-touch, specialized service with scalable tech-enabled offerings to attract similar high-net-worth clients.

Founder credibility The founder Wade W. Slome brings a strong track record and industry recognition, suggesting opportunities to partner on thought leadership, institutional seminars, and co-branded marketing to leverage his reputation for trust and performance.

Tax efficiency edge A formal emphasis on tax-efficient, risk-adjusted returns and fee-conscious pricing positions Sidoxia to cross-sell tax-aware portfolio optimization services to affluent individuals, family offices, and small businesses seeking after-tax performance.

Digital footprint Existing tech stack (Calendly, AWS, Cloudflare, Sucuri, WordPress, Microsoft 365, Datadog, Vimeo) indicates readiness for scalable client onboarding, secure data handling, and polished online content—target firms offering outsourced tech enablement or platform integrations.

Growth collateral Revenue visibility alongside a lean team and a competitive market position among advisory firms presents an opportunity to upsell via additional wealth management solutions, expanded service lines, and partnerships with larger RIA networks seeking boutique capabilities.

Similar companies to Sidoxia Capital Management, LLC

Sidoxia Capital Management, LLC Tech Stack

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

Sidoxia Capital Management, LLC's Email Address Formats

Sidoxia Capital Management, LLC uses at least 2 email formats:
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 September 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 September 2026, Sidoxia Capital Management, LLC has approximately 8 employees across 2 continents, including North America and South America. Key team members include Vice President, Research And Operations: K. W. and Gerente De Capacidad: E. Q. 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 Calendly, Amazon Web Services, Cloudflare CDN, Sucuri, WordPress, Microsoft 365, Datadog and Vimeo.

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

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