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Kevin Douglas Coombs

Donaldson Capital Management LLC

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About Kevin Douglas Coombs

Kevin Douglas Coombs is a financial advisor at Donaldson Capital Management LLC. Kevin has been in the financial industry since 2009, and has been registered as an investment advisor representative with Donaldson Capital Management since 2021. Previously, Kevin was employed by Raymond James & Associates, Inc. and Stifel, Nicolaus & Company, Incorporated. Kevin is a Certified Financial Planner and holds the Series 66, SIE and Series 7 licenses. Kevin specializes in providing financial advice to high net worth individuals, corporations, and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

Firm Information

Kevin Coombs 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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Kevin Coombs’s Registration & Firm History

IN

08/16/2024 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

MO

07/14/2017 - 08/27/2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

09/24/2009 - 09/28/2016

RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 10/07/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Douglas Coombs.
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