DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Wade W. Slome
SIDOXIA CAPITAL MANAGEMENT, LLC
2901 W. Coast Highway
Suite 200
Newport Beach, CA 92663
949-258-4322
Plan. Invest. Prosper.
About SIDOXIA CAPITAL MANAGEMENT, LLC
Sidoxia Capital Management is a fee-only wealth management firm in Newport Beach, led by Wade W. Slome, CFA, CFPan industry veteran and former multi-billion dollar fund manager. We offer high net worth clients personalized, institutional-grade investment management alongside comprehensive financial planning, including retirement, estate, and business strategies. As a fiduciary and educator, Wade brings clarity and confidence to your financial journey through expert guidance and his nationally recognized blog.
See Disclosures
General Information
Firm Start Year
2008
CRD#
2570384
Firm CRD#
145969
Years of Experience in Financial Services
35
Number of Years with Current Firm
18
Work Experience
Prior to founding Sidoxia Capital Management, Wade served as Portfolio Manager on American Century Investments'largest mutual fund, Ultra, from October 2002 through August 2007. As the senior Portfolio Manager on Ultra in 2007, Wade was responsible for day-to-day trading and marketing duties. Ultra at times exceeded $20 billion in assets and was among the nation's top 10 Large Cap Growth funds according to the assets under management during his tenure. Wade also served as Portfolio Manager on the Select fund (Large Cap Growth) for a brief period after acting as Investment Analyst on Ultra, where he covered a broad set of industries from mid-1998 through mid-2002.
Before joining American Century Investments in 1998, Wade worked as a Research Analyst at William O'Neil & Company, Inc. from 1993 through 1996.
Wade earned a master's degree in business administration with a concentration in finance from Cornell University (1998) and a bachelor's degree in economics from the University of California, Los Angeles (1993).
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Money Management
Services
Investment Types
Bonds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®
Firm Information
Assets Managed by Firm
$150 million
Total Assets Under Management by Advisor
$150 million
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Education
Bachelor's - Economics
UCLA
10/1/1988 -03/31/1993
Master's - Business
Cornell University
08/01/1996 -06/30/1998
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893337/financialadvisor-SIDOXIA-CAPITAL-MANAGEMENT,-LLC-detailed-disclosure.html