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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.

06/03/2026

What a special evening. 🌸

The SD Capital ladies sure know how to bring the energy. We're thankful for all the incredible guests who joined us for Women's Night...for the conversations, connection, and laugh so hard your cheeks hurt kind of moments.

A big thank you to our amazing vendors who helped bring the evening to life:
Buffalo Rock Brewing Company
KovarQue
Bock Bar
7 Little Cupcakes- Official
The Flower Mercantile
Story By Motion
Ann Neely Events

Thank you for helping create such a memorable night. We're already looking forward to the next one!

06/01/2026

SD Capital is proud to support the Links for Lupus golf outing for the third year running! ⛳️💜

Our team members Frank and Nick participated in this year's event raising funds for the Lupus Foundation of America.

Lupus is a chronic autoimmune disease where the immune system attacks the body's own healthy tissue. It affects nearly 1.5 million Americans and can impact everything from joints and skin to the kidneys and heart. There is currently no cure but events like this help fund the research and awareness that bring us closer to one.

We're proud to sponsor a hole each year and support this important cause. Thank you to everyone who makes this event possible.

05/29/2026

Same sweatshirt. Same team. Same mission.

Nothing better than heading into Friday with a great group, fresh air, and the same great taste in matching apparel. Happy Friday everyone!

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.

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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