SD Capital

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.

Guess how many times our team has accidentally driven past the office this week. 🚧 Construction update: If you've got an...
06/17/2026

Guess how many times our team has accidentally driven past the office this week.

🚧 Construction update: If you've got an upcoming appointment, don't worry— we're still open. There is temporary construction on Dustin road so your route may look a little different. Give us a call if you get turned around and we can help!

06/11/2026

We're used to helping clients navigate life's biggest milestones and putting out the occasional financial fire. One of our founders, Brent Shimman, took that a little too literally today.

The good news? The bushes survived, the hose worked, and crisis management remains one of our strong suits. 🔥🚒🚿

06/08/2026

It's hard to believe it's been a week since we were together at Women's Night, flowers in hand, smiles shared, and connecting outside the usual day-to-day.

Some nights just fill your cup a little more than others, and this was definitely one of them. Thank you to the 120 ladies who reminded us how lucky we are to know such an incredible group of women.

We're still smiling about this one and already looking forward to the next!

A summer evening spent together at the ballpark has us feeling a special sort of way.We loved getting both clients and c...
06/04/2026

A summer evening spent together at the ballpark has us feeling a special sort of way.

We loved getting both clients and coworkers out of office for a night of good conversation, plenty of laughs, and cheering on the Guardians together.

After all, strong working relationships are built in the everyday moments...and sometimes at the ballpark, too. ⚾❤️

What a special evening. 🌸The SD Capital ladies sure know how to bring the energy. We're thankful for all the incredible ...
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!

SD Capital is proud to support the Links for Lupus golf outing for the third year running! ⛳️💜Our team members Frank and...
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.

Same sweatshirt. Same team. Same mission. Nothing better than heading into Friday with a great group, fresh air, and the...
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!

⚾️ MUD HENS TICKET GIVEAWAY ⚾️We’re giving away tickets to this Sunday's Mud Hens game against the Columbus Clippers (05...
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!

Exciting news at SD Capital!We are thrilled to announce that Jaiden has officially passed the Series 7 exam! The Series ...
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!

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

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