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Donaldson Capital Management LLC

Headquartered in EVANSVILLE, IN

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Firm Information

Donaldson Capital Management LLC is an investment advisor based in Evansville, Indiana. They manage over $2.6 billion in assets for a variety of clients, including individuals, charitable organizations, corporations, insurance companies, and pension funds. They offer a range of services including portfolio management, financial planning, and pension consulting. They also publish periodicals and conduct educational seminars. They are a wrap fee program participant.

Donaldson Capital Management LLC

20 NORTHWEST FIRST STREET

EVANSVILLE, IN 47708

$2.68B

Assets Under Management

4

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio and investment consultation services.

Portfolio and investment consultation services.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of fees under management

Branch Locations (9)

DONALDSON CAPITAL MANAGEMENT LLC has a total of 9 branch locations across the country.
location

ATLANTA, GA

location

PARK RIDGE, IL

location

Knoxville, TN

location

EVANSVILLE, IN

location

Atlanta, GA

location

Columbus, IN

location

Evansville, IN

location

Mount Pleasant, SC

location

Avon, IN

Advisors at Donaldson Capital Management LLC

View All 37 Advisors
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Matthew Stephen Wright

RA

EVANSVILLE, IN

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Kevin Douglas Coombs

CFP®, RA

EVANSVILLE, IN

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Jace Alan roser Stieler

RA

EVANSVILLE, IN

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Unclaimed
Richard Wayne Roop

RA

EVANSVILLE, IN

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Unclaimed
Robert Neal Quick

RA

EVANSVILLE, IN

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Unclaimed
Stephen Hardin Obenchain

RA

EVANSVILLE, IN

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Andrew Wilson Richmond

RA

EVANSVILLE, IN

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Unclaimed
Marvin James Wright

CFP®, RA

EVANSVILLE, IN

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Disclosures

There are no public disclosures for Donaldson Capital Management LLC.

Frequently Asked Questions (9)

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