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Gregory C Donaldson

Donaldson Capital Management LLC

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About Gregory C Donaldson

Gregory C. Donaldson is an Investment Advisor Representative and Registered Principal at Donaldson Capital Management LLC. Gregory has been in the industry since 1975. Gregory has experience in a variety of financial services firms including NatCity Investments, Inc., Raffensperger, Hughes & Co., Inc., and Traub and Company, Inc. Gregory holds the Series 40, Series 7, and Series 4 licenses. Gregory specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Gregory's firm offers a variety of financial planning services including financial planning, portfolio and investment consultation services, pension consulting, educational seminars, and publication of periodicals.

Firm Information

Gregory Donaldson is currently registered with Donaldson Capital Management LLC. 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

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Gregory Donaldson’s Registration & Firm History

IN

02/03/1999 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

OH

07/14/1995 - 04/28/2003

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

IN

05/04/1981 - 07/14/1995

RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)

NA

05/27/1975 - 05/24/1981

TRAUB AND COMPANY, INC.

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Licenses & Designations

BC

Issued 04/02/1982

Series 4 - Registered Options Principal Examination

BC

Issued 09/26/1978

Series 40 - Registered Principal Examination

BC

Issued 05/17/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory C Donaldson.
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