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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

SD Capital

Financial planning with a human touch. SD Capital is a fiduciary financial advisory firm that treats wealth management like a partnership, not a transaction.

SD Capital is a fiduciary firm offering honest advice, open conversations, and a partnership built to reflect your values and what matters most. We take the time to truly know you so we can help you make intentional decisions with your money. And we’re here for the long run. Your goals become our goals, and your success becomes our success. Make your money mean more, reach out today. Securities of

fered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. SD Capital and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

08/29/2026

You might know her as Melissa, Missy, or Marv. We know her as one of the OGs to the SDC crew.

She’s worn more hats than we can count, always stepping up, going above and beyond, and helping make SDC what it is today. We’re incredibly grateful to have her as such an important part of the journey and even more grateful for all she continues to bring to our team, clients, and families.

20 years of growth is measured by more than milestones. It’s measured by the people, families, and clients who have been part of the journey from the very beginning.

SD Capital wouldn’t be the same without you Melissa! 💚🫶

08/28/2026

We had a great time hosting Business After Hours with the Eastern Maumee Bay Chamber of Commerce! 🤝

It was a great evening of connecting with fellow Chamber members, meeting new faces, and getting to spend time with others in our local business community.

We’re grateful to the Chamber for the partnership and to everyone who stopped by to create a fantastic evening. Special thanks to KovarQue for providing a delicious spread, per usual.

We're already looking forward to the next Chamber event!

08/19/2026

There's nothing quite like watching the families we work with grow. We thought we looked good in our SD Capital gear, but we stand corrected. Moments like this are exactly why we're grateful to be part of your journey, from the big milestones to the small ones too.

08/18/2026

You meet a lot of faces over the course of 20 years in business, and selfishly, the face time with clients is our favorite part. We're grateful for every smile, conversation, and moment with the people who have been part of the milestones along the way.

Whose face do you recognize? 👀😎

08/17/2026

Every office needs a morale booster. And today, ours came in the form of the newest member of the SD Capital family.

Meet Archie! He stopped by to collect a few belly rubs, keep the team on their toes, and proudly show off his favorite platypus toy.

The votes are in... Archie officially earned the title of Employee of the Day!

08/14/2026

All good things must come to an end!

All good things must come to an end. Today marks the last day for our interns, Bri and Remi, and we’re so grateful for the time, energy, and fresh perspective they brought to the SD Capital team.

Answering client calls and working with our customer service team? That was all Bri. Marketing communications, content and picnic event planning? Remi took the reigns. We love having them around, watching them learn, share ideas, and become part of the team. While we'll miss having them in office, we're excited to see where they go next.

Best of luck Bri! Best of luck Remi! Go Bearcats! Go Redhawks!

You'll always have a place at SDC. 💚

08/13/2026

Starting financial planning early never hurts!

And while we can't confirm what Zac discussed, we're guessing it involved topics like toy investments, candy budgeting, and planning ahead for the next ice cream run.

Some meetings are just more productive than others.

08/12/2026

Today our Client Appreciation Picnic appreciation is all about the flavor!

A special thank you to the food and drink vendors who helped make Sunday such a great day! Thank you for bringing the food, the energy, and the hard work that kept everyone well-fed and happy. Show some thanks in the comments and drop a follow to our incredible team:

Oncore Brewing
Nectar of the Vine
KovarQue
Staks Chicken
Juanitos
Lake Erie BBQ
Smashdawgz Food Truck
NeNe's Sweets
Kona Ice of Findlay

We’re grateful to have had you there and appreciate everything you did to help make our 20th anniversary celebration one to remember. 🍴👏

08/11/2026

Great events don’t happen without a great team behind them.

A huge thank you to the incredible vendors who helped bring our Client Appreciation Picnic to life! From a balloon welcome arch, to feel good dance music, your talent and hard work brought everything together beautifully.

Swipe through to see some of the amazing partners who helped make it happen. And stay tuned for tomorrow, because we're turning the spotlight to our incredible food vendors next!

Ann Neely Events
River Gallery Studio
Alpha-Lit Toledo
The Host Concept
Clarity Audio Solutions
Ethan Timm Music
Ariel-View Caricatures & Illustrations
2clowns.com 313-277-0800
Air Extreme Ohio, LLC.
Toledo Tent & Party Rentals
Zach Yonek - Freelance Motion Designer & Filmmaker
McMillin Aerial Solutions
Oak Shade Grove

We’re grateful to work with such great people and even more grateful to have had the opportunity to celebrate 20 years with our clients, friends, and community.

Thank you for being part of it!

08/10/2026

What a Sunday.

We're feeling exceptionally grateful after a great Sunday spent with some of the people who make SD Capital what it is.

Thank you for showing up, sharing a meal, and helping us celebrate 20 years of SD Capital. We're thankful for the relationships built over the years and for the people who continue to make it all worthwhile.

Here's to 20 years and many more to come!

Address

3150 Dustin Road, Suite 2
Oregon, OH
43616

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+14196939000

Website

https://sdcadvisors.com/

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