Keith C Bong
Investment adviser representative at Sidoxia Capital Management, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$149MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sidoxia Capital Management, LLCFeb 2014 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sidoxia Capital Management, LLC
$149MAssets managed
108Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3074241
- Firm CRD
- 145969