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SIDOXIA CAPITAL MANAGEMENT, LLC

NEWPORT BEACH, CA · CRD 145969 · IAPD ↗ · sidoxia.com · 949-258-4322

$149.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — SIDOXIA CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
August 2025 — SIDOXIA CAPITAL MANAGEMENT, LLC (NEWPORT BEACH, CA) is newly SEC-registered with $126.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.