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
Looking back, it's not the years that define us, it's the people.
We're honored to have clients who have been with us from the very beginning, growing alongside SD Capital through every new employee, process, and milestone. And while a lot has changed since 2006, one thing hasn't: the commitment to knowing our clients personally and treating them like family.
Stories like this remind us why we do what we do. Thank you for allowing us to be a part of your story, Keith!
08/03/2026
KovarQue knows how to not only make us blush but also make some fantastic food! Give them a follow and come hungry for the Client Appreciation Picnic redo this coming Sunday.
A huge shoutout to Brent Shimman,Jaiden, Zach and the entire SD Capital team!
As many of you know, great BBQ takes 13+ hours to smoke. Unfortunately, their Client Appreciation Picnic had to be postponed due to the weather. Rather than let all that food go to waste, they went above and beyond by standing out in the rain yesterday to hand out meals to their clients.
That kind of dedication, generosity, and commitment to both their clients and the vendors they work with speaks volumes about their character. It’s rare to see a team so willing to do the right thing, even when things don’t go as planned.
We truly appreciate all of you more than you’ll ever know. Thank you for your continued support, your kindness, and for allowing KovarQue to be a small part of such a great event. We’re proud to work with people like you! 🔥🍖
08/02/2026
Ready at 12:45pm: Good food is still on the menu! 🍖
Although our Client Appreciation Picnic has been postponed, client's can also pick up a delicious meal from KovarQue beginning at 12:45pm. Come hungry for slow-smoked barbecue, hearty bowls, and your favorite comfort-food sides.
We hope you enjoy lunch on us, and we look forward to celebrating our 20th Anniversary with you next Sunday!
CLIENTS ONLY: Lake Erie BBQ prepared food prior to postponing today's event, so we'll be offering drive-through pickup only starting 11:30 AM. Stop by for ribs, creamy mac & cheese, and coleslaw packed up and ready for you to enjoy at home for lunch. Simply drive through, and be ready to celebrate next weekend!
08/02/2026
Sometimes the weather has other plans!
Due to the forecast, we've made the decision to postpone our 20th Anniversary Client Appreciation Picnic to Sunday, August 9, from 1:00–4:00 PM. While we're disappointed to wait another week, we're looking forward to celebrating together under better skies.
Lake Erie BBQ has pre-prepared food prior to postponing today's event. So we'll be offering drive-through pickup (for clients only) beginning at 11:30 AM. Stop by for ribs, creamy mac & cheese, and coleslaw packed up and ready for you to enjoy at home for lunch. Simply drive through, and be ready to celebrate next weekend!
KovarQue will have drive-through pickup available (for clients only) beginning as 12:45pm. Brisket, pork, and chopped chicken sandwiches with a number of sides and BBQ bowls will be available!
Thank you for your understanding and flexibility. We can't wait to celebrate 20 years(and now, one extra week) with you next Sunday! 🎉
20 years. Countless memories. One shared story.
Twenty years ago, SD Capital was founded with a simple belief: financial planning should be about putting people first.
As we celebrate this milestone, we're reflecting on the relationships, trust, and life moments shared with clients over the past two decades. We're honored to be part of your journey and are excited for all that's still to come.
Thank you for being part of our story.
07/24/2026
We were honored to sponsor and attend the Oregon Economic Development Foundation's Summer Mixer America 250 Celebration—an event that brought our community together to celebrate our nation's history while supporting our veterans and local artist Dean Davis.
Thank you to the Oregon Economic Development Foundation for hosting such a memorable event and to everyone who came together to make a difference. We're grateful to be part of a community that continues to invest in its people, its veterans, and local artists.
07/21/2026
We're honored and excited to support projects that make the community stronger. Investing in local artists, creative spaces, and celebrating what makes the NW Ohio region unique leaves a fantastic, creative impact. We're proud to be a small part and can't wait to see the finished project!
We are incredibly grateful to SD Capital for believing in the transformative power of public art. Your support helps with the Veterans Glass City Skyway Bridge mural.
Thank you for standing with us as we work to make the Greater Toledo region a destination for public art and creativity.
07/20/2026
The winner of Mud Hens tickets for this week's Wednesday game has been notified! 🎉
SD Capital serves clients in 26 different states spanning coast to coast, from Massachusetts all the way to California. Wherever you call home, our team is here for you. 🇺🇸
Thank you to everyone who commented a guess. There were a lot of close answers.
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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 |