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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.

07/17/2026

Want a shot at a pair of tickets to a Toledo Mud Hens game next Wednesday, July 22nd at 7:05pm?

20 years ago, SD Capital served clients right here in Ohio. Today, we've grown far beyond that. Comment below with the answer: How many states does SD Capital serve clients in today? ⚾

Winners will be contacted Monday!

07/16/2026

Supporting local is always the goal. Shopping local is just the first step. Building relationships, learning from the people behind the brands, and celebrating the work that happens in our community is the next.

We recently had the opportunity to tour Jūpmode and get a behind-the-scenes look at their screen printing process, from design to production. It was incredible to see the craftsmanship, creativity, and attention to detail that goes into creating the products that represent so many Toledo-area organizations.

We’re excited to bring some of that local talent into upcoming projects and continue partnering with businesses that make the 419 such a great place to work, live, and grow.

Thank you, Jupmode, for showing us what you do best!

07/14/2026

Our Client Appreciation Picnic is almost here, and we'd love to celebrate with you!

If you haven't RSVP'd yet, be sure to check your email for the invitation and RSVP link, or give our office a call (419-693-9000). We can't wait to spend the afternoon together celebrating 20 years of relationships, memories, and gratitude.

📅 Sunday, August 2
🕐 1:00–4:00 PM

We can't wait to see you there!

07/08/2026

We're excited to share some great news — Ryan and Nick have officially passed the SIE exam! 🎉

The SIE, or Securities Industry Essentials exam, is often the very first step someone takes when starting a career in financial services. It covers the basics of how the securities industry works, including different investment products and the rules that help keep things fair and secure for everyday investors.

With this exam complete, Ryan and Nick are now on their way to earning the additional licenses they'll need to work directly with clients and help guide their financial futures.

We couldn't be prouder of the hard work and dedication it took to get here. Congratulations, Ryan and Nick — here's to the next chapter! 👏

07/06/2026

⛳ What a great day on the course! SD Capital's own Jason Repp, his son, and clients Terry Cisco and Jim "Archie" Andrews joined Whirlpool's charity golf outing benefiting United Way and Habitat for Humanity in Sandusky County. They brought the heat — finishing at -16 and taking home the win! Proud to support great causes alongside even better people.

06/30/2026

Our team is growing and we're excited to welcome Jessie to SD Capital Advisors as the new Marketing Lead!

As we continue to grow, we're grateful for the talented people who help strengthen our team, enhance the client experience, and bring new ideas to the table.

Did we make Jessie write her own bio and post this to social? Maybe. Are we excited to have her as part of the SD Capital family? Absolutely!

Welcome to the team Jessie!

06/29/2026

We have some exciting news to share! 🎉

Please join us in congratulating Brendan on passing the CFA Level 1 exam! The Chartered Financial Analyst (CFA) designation is one of the highest distinctions in the investment and financial planning industry. Passing Level 1 means Brendan has demonstrated a strong foundation in investment tools, portfolio management, ethics, and financial analysis — knowledge that directly benefits our clients every day.

At SD Capital, we believe in investing in our people just as much as we invest in our clients’ futures. Brendan’s hard work and dedication are a true reflection of the standard we hold ourselves to.

Congratulations, Brendan — we’re incredibly proud of you!

06/27/2026

🇺🇸 SD Capital Holiday Office Hours 🇺🇸

In celebration of Independence Day, our office will be closed July 1st – July 3rd. We're taking this time to be with family and enjoy the holiday weekend as we celebrate America's 250th birthday!

We hope you and your loved ones enjoy the long weekend as well.

We will resume normal business hours on Monday, July 6th. As always, we remain committed to helping you plan for the future and achieve your financial goals.

From all of us at SD Capital, wishing you a safe and wonderful 4th of July! ❤️🤍💙

06/26/2026

Happy Bring Your Dog to Work Day from SD Capital's new receptionist, Oakley.

She's specializing in taking customer service seriously...by greeting every guest personally (whether they asked for it or not), conducting thorough snack inspection (to ensure quality control), and providing stress management services (via unsolicited head nudges).

It's proof that quality service comes in all forms, opposable thumbs not required.

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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