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Stephen Hardin Obenchain

Donaldson Capital Management LLC

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About Stephen Hardin Obenchain

Stephen Hardin Obenchain is a registered Investment Advisor Representative with Donaldson Capital Management LLC. Stephen has been in the industry since December 2008 and has been registered with Donaldson Capital Management LLC since December 2014. Stephen is registered to provide investment advice in the state of Indiana. Stephen is a Series 66 and Series 7 licensed professional. Stephen has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, insurance companies, banking or thrift institutions, and state or municipal government entities.

Firm Information

Stephen Obenchain 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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Stephen Obenchain’s Registration & Firm History

IN

12/08/2014 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

IN

12/10/2008 - 12/12/2013

INVESTORS CAPITAL CORP. (EVANSVILLE IN)

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Licenses & Designations

BOTH

Issued 01/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Hardin Obenchain.
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