NEWPORT BEACH, CACRD 145969Latest ADV March 26, 2026
Sidoxia Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 26, 2026, reports $149M in regulatory assets under management, 2 employees, and 269 accounts.
Assets Under Management
$149M
Employees
2
Offices
--
Total Clients
108
Primary office
NEWPORT BEACH, CA
2901 W. COAST HIGHWAY, SUITE 200, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
60
2
HNWI
41.7%
45
3
Charitable
1.9%
2
4
Pooled Investment Vehicles
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 26, 2026
Discretionary100.0%
$149M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$149M
Total Accounts269
10Y AUM Change+$22M (+17.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.