SIDOXIA CAPITAL MANAGEMENT, LLC

CRD 145969File 801-133930

APPROVED

Retail clients

Custody

Filing as of Jun 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$149.0M

Bottom 25% of cohort (national)

Discretionary AUM

$149.0M

Clients

108

269 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jul 23, 2025
Principal office: 2901 W. COAST HIGHWAY, SUITE 200, NEWPORT BEACH, CA, 92663
Phone: 949-258-4322
Website: HTTP://WWW.SIDOXIA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $149.0M
Discretionary AUM: $149.0M
Non-discretionary AUM: $0
Discretionary accounts: 269
Non-discretionary accounts: 0
Total accounts: 269
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$23.3M
High net worth individuals	45	$104.6M
Pooled investment vehicles	1	$942K
Individuals (other than high net worth individuals)	60	$20.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.