# Keith Bong

> Keith Bong is a fee-only financial advisor at Sidoxia Capital Management in Newport Beach, California, who holds the CFA credential. Sidoxia Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/keith-bong/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sidoxia Capital Management
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $149.0M across 269 accounts
- **Credentials:** CFA
- **CRD:** 3074241 (https://adviserinfo.sec.gov/individual/summary/3074241)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.sidoxia.com

## Frequently asked questions

### Is Keith Bong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Sidoxia Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Keith charge for financial advice?

Keith's firm, Sidoxia Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Keith Bong based?

Keith Bong is based in Newport Beach, California.

### What credentials does Keith Bong hold?

Keith Bong holds the CFA credential.

### Is Keith Bong registered with the SEC?

Yes. Keith Bong is registered as an investment adviser representative in CA (CRD 3074241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sidoxia Capital Management manage?

Sidoxia Capital Management reports $149.0M across 269 accounts in assets under management.

### How do I contact Keith Bong?

Through Keith's website, www.sidoxia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3074241): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.