# Wade Slome

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

Page: https://find.wellspent.co/advisors/wade-slome/
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:** CFP, CFA
- **CRD:** 2570384 (https://adviserinfo.sec.gov/individual/summary/2570384)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1995)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.sidoxia.com

## Frequently asked questions

### Is Wade Slome a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wade 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 Wade charge for financial advice?

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

### Where is Wade Slome based?

Wade Slome is based in Newport Beach, California.

### What credentials does Wade Slome hold?

Wade Slome holds the CFP and CFA credentials.

### Is Wade Slome registered with the SEC?

Yes. Wade Slome is registered as an investment adviser representative in CA and TX (CRD 2570384), 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 Wade Slome?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2570384): 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.