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SDM Advisors
SDM Advisors is an independently-owned financial advisory firm located in the San Francisco Bay Area. The firm offers integrated financial services including...
Overview
SDM Advisors is an independently-owned financial advisory firm located in the San Francisco Bay Area. The firm offers integrated financial services including investment advisory, corporate retirement plan design and implementation, estate and financial planning guidance, nonprofit advisory, and cash management. It takes a holistic one-stop-shop approach to lifetime financial security and supports a passive investment philosophy using diversified low-cost ETFs.
General information
Firm type
RIA
Location
City
San Francisco
Principals
Stephen D. Mayer
CPA, Managing Partner
Daniel P. Rush
CPA, Vice President
Cody Martin
Wealth Advisor
Thérèse Hjelm
Director
Alexandra Marksberry
Coordinator
Frequently asked questions
Who runs investment decisions at SDM Advisors?
The firm does not name any investment professionals publicly. No chief investment officer, portfolio manager, or advisory team is listed in any source. Without SEC ADV filings or a website, the decision-maker identity remains unknown.
What investment stages or asset classes does SDM Advisors target?
No targets are public. The firm has not reported any direct investments, fund commitments, or portfolio exposures. Without regulatory filings or press coverage, its asset-class and stage preferences cannot be determined.
How does SDM Advisors source proprietary deal flow?
There is no public information about a sourcing model. The firm lacks any disclosed network, investment partners, or proprietary channels. Its ability to generate deals independent of public markets is unobserved.
Does SDM Advisors participate in fund commitments or only direct deals?
The firm's investment method — whether fund-based, direct, or co-investment — is not disclosed. No fund investments, SPVs, or direct holdings appear in databases or news archives.
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