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SD Capital Employee Directory

Investment ManagementOhio, United States11-50 Employees

SD Capital is an investment management and fiduciary advisory firm located in Oregon, Ohio. The firm emphasizes financial planning delivered with a human touch, built on open conversations and direct, honest guidance. It treats wealth management as a partnership rather than a transaction, aiming to align its recommendations with each client’s values and priorities.

Its client focus appears oriented toward individuals seeking personalized, values-based financial planning. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, and advisory services are provided through Cambridge Investment Research Advisors, Inc.; SD Capital and Cambridge are not affiliated. The practice describes itself as small to mid-sized, based in Oregon, Ohio, within the investment-management industry and operating under a fiduciary framework.

Find SD Capital employees' phone numbers or email addresses

SD Capital Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Asia
4

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  • Indonesia
    1
  • India
    1
  • Turkey
    1
  • Japan
    1

Europe
3

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  • Ireland
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Italy
    1

SD Capital's Leadership

  • Stylized image of a person
    D. S.
    President
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  • Stylized image of a person
    J. K.
    Client Relationship Specialist
    Phone icon

SD Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business Development

Contact profiles from SD Capital

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    President
    Phone icon
    Japan
    Sep 12, 2024
  • Stylized image of a person
    J. K.
    Client Relationship Specialist
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is SD Capital known for?

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SD Capital was founded in 2006 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore SD Capital's company overview page for more information.

What is SD Capital's most common email format?

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SD Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SD Capital email formats with LeadIQ.

How many employees does SD Capital have currently?

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SD Capital has approximately 18 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are SD Capital's key employees and leadership?

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As of July 2026, SD Capital's key employees include:

  • President: D. S.
  • Client Relationship Specialist: J. K.

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