Donaldson Capital Management LLC
Donaldson Capital Management LLC (CRD# 106131) is a financial advisory firm headquartered in Evansville, IN. They manage $2,677,442,196 in 1,716 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management2,677MILLION
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Total Number of Accounts1,716ACCOUNTS
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Average Account Value$1,560,281
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
Blake Alsman (CRD# 6283465) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 10 years of experience in the finance industry.
Randall Alsman (CRD# 5466140) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 16 years of experience in the finance industry.
Matthew Bernhardt (CRD# 5355195) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 11 years of experience in the finance industry.
Zachary Chavira (CRD# 6486241) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 8 years of experience in the finance industry.
Kevin Coombs (CRD# 4815657) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Saint Louis, MO and has over 14 years of experience in the finance industry.
Beth Dietsch (CRD# 6572755) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 8 years of experience in the finance industry.
Gregory Donaldson (CRD# 808195) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.
Matthew Gladbach (CRD# 4405846) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 6 years of experience in the finance industry.
Jason Hall (CRD# 5519206) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 15 years of experience in the finance industry.
Michael Hull (CRD# 2863712) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 27 years of experience in the finance industry.