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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.

05/28/2026

⚾️ MUD HENS TICKET GIVEAWAY ⚾️

We’re giving away tickets to this Sunday's Mud Hens game against the Columbus Clippers (05/31/26, 2:05PM)!

To enter, comment below with your guess:
What year was the first SD Capital Client Appreciation Picnic?

The first person to guess correctly — OR the closest answer — wins the tickets!

Winner will be contacted via direct message. Good luck, and go Hens!

05/27/2026

Exciting news at SD Capital!

We are thrilled to announce that Jaiden has officially passed the Series 7 exam! The Series 7 is one of the most rigorous licensing exams in the financial industry, and earning it means Jaiden is now a registered representative authorized to buy and sell a wide range of securities. It is a tremendous accomplishment, and it is a true reflection of her dedication and passion for this field.

This is just one milestone on her journey toward becoming a financial advisor, and we could not be more proud of everything she has worked so hard to achieve.

Jaiden, the future is full of possibility and our clients are fortunate to have someone as driven and committed as you on their side!

05/26/2026

Welcome back Remi!

We’re excited to have Remi back for her second year with SD Capital! After completing her first year at Miami University, Remi is spending another summer with us, bringing her passion for branding, strategy, and creating connections throughout the client experience.

From hands-on student-run programs, to real-world marketing projects, she’s already building an impressive foundation...and we’re excited to see all she accomplishes this summer.

Here's to another great summer together Remi!

05/25/2026

This Memorial Day, we pause to remember and honor those who sacrificed for our country.

Our office will be closed Monday, May 26, in observance of the holiday. We will be back in office Tuesday and wish everyone a safe an meaningful Memorial Day weekend.

05/22/2026

Teamwork often goes beyond goes beyond the office walls.

Opportunities to roll up our sleeves, give back, and make a meaningful impact in the community are just as rewarding as they are collaborative.

Our team recently spent time with the Eastern Community YMCA refreshing the playground with new paint and mulch — helping create a welcoming space for kids, families, and of course SD Capital coworkers to enjoy.

We're proud to support the incredible work the YMCA does to strengthen and connect our community!

05/16/2026

🎓 Big news! We're thrilled to welcome Nick to the SD Capital team as a full-time Client Service Associate! After graduating from Kent State University with a degree in Finance, Nick is officially turning in his graduation cap for a financial career.

He'll be learning the business alongside Founder & Financial Advisor, Frank — helping service clients, delivering education, and creating a seamless client experience every step of the way. The best is just getting started. Welcome aboard, Nick, and congrats on graduation!

05/14/2026

Bailey stopped by the office this week and immediately took her role very seriously. 🐾

From attending meetings to promoting consistent workplace snacking, she handled employee morale and office culture like a seasoned professional. Safe to say she left with strong performance reviews.

A good office environment matters — and sometimes the best team member has four legs.

05/13/2026

Our Oregon office is proud to support the Oregon Economic Development Foundation through a Veteran Support Collection Drive!

As part of the OEDF Summer Mixer — America 250 Celebration, we're hosting a collection bin at our Oregon office to gather donations for veterans across our region. We're collecting food & pantry staples, hygiene & personal care items, clothing & comfort items, and gift cards for immediate needs.

And we need your help! We welcome anyone from the community to come in during business hours to contribute. Every item, large or small, goes a long way in making a meaningful difference in a veteran's life.

Through partnerships with the Area Office on Aging, the VA Ann Arbor Healthcare System, and the River Gallery Veterans Project, these donations go directly toward real support for real needs in our community.

📍 Drop off your donations at: 3150 Dustin Rd, Oregon, OH 43616

Every item makes a difference. Let's partner together to honor and support those who served. 🙏

05/11/2026

We have some exciting news — Bri is back! 🎉 This marks Bri's fourth summer interning with us at SD Capital, and we're excited welcome her back full time.

Bri just wrapped up her first year at The University of Cincinnati, where she's studying Finance and Operational Management, and she'll be jumping in to help with admin, client-facing, and management work. We're lucky to have someone dedicated and talented choosing to spend her summers with us.

Welcome back, Bri — here's to another great summer together! ☀️🙌

05/10/2026

Happy Mother's Day to the incredible moms who do it ALL! 💚

Every day, you show up with boundless love for your families and unstoppable dedication to your work — and somehow, you make both look effortless. Your love, dedication, and strength don't go unnoticed, and to say we're lucky to have your heart at the core of our team is an understatement.

Wishing all the moms, however that may look, the happiest Mother's Day. Today, we celebrate YOU. 🌸

05/08/2026

We were proud to attend this year’s Prism Awards hosted by the Eastern Maumee Bay Chamber of Commerce and celebrate the businesses, leaders, and organizations helping strengthen our community through innovation, collaboration, and service.

It was an honor to be recognized for 20 years in business alongside so many individuals and companies making a meaningful impact throughout our community. We’re grateful to be part of such a strong, supportive, and engaged local business community!

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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