SDM Investments, LLC

Overview

SDM Investments, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm combines investment management with financial planning and educational services and also operates as an insurance broker. Its stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, financial planning, and investor education through seminars and workshops. SDM charges fees based on a percentage of assets under management, hourly rates, and may accept performance-based fees. The firm does not identify as an ESG investor and is not described as a multi-state adviser. Ownership is individual, and filings indicate the adviser is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives