SD Capital
Investment Management
3150 Dustin Rd
18 employees
- Employees
- 18
- Contacts
- 3
- Emails
- 3
- Phones
- 2
SD Capital Overview
- Headquarters
- 3150 Dustin Rd
- Website
- sdcadvisors.com
- Industry
- Investment Management
- Employees
- 18
- Founded
- 2006
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About SD Capital
Financial planning with a human touch. SD Capital is a fiduciary advisory firm that treats wealth management like a partnership, not a transaction. Our approach is rooted in open conversations and honest, tell-it-like-it-is advice. We get to the heart of who you are so we can help guide you toward a future that reflects your values and what matters most to you. Make your money mean more, reach out today. Securities offered 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.
SD Capital Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
SD Capital Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Frank Dobnikar, Cfp® | Co-founder, Financial Advisor at Sd | Greater Cleveland, United States |
Email
Phone
|
| Jason Repp | Lead Financial Advisor at Sd Capital | Toledo, Ohio, United States |
Email
Phone
|
| Elizabeth Dobnikar | Client Experience Coordinator at Sd | Greater Cleveland, United States |
Email
|
| Brent Shimman | Co-founder & Financial Advisor at Sd |
View
|
Employees by Management Level
Executive
2 profiles
Senior / Lead
1 profile
Associate / junior
1 profile
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