Keith Bong
Sidoxia Capital Management · Newport Beach, California
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.
Request an introduction to Keith →
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 | $149.0M across 269 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 3074241 |
| Exams passed | Series 66 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sidoxia.com |
| Profile |
How Keith's firm compares
- Sidoxia Capital Management's average account is about $554,000, from its Form ADV (assets managed divided by 269 accounts).
Request an introduction to Keith
Tell Keith a little about what you're looking for. Keith isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Keith
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.