Donaldson Capital Management LLC

Donaldson Capital Management LLC (CRD# 106131) is a financial advisory firm headquartered in Evansville, IN. They manage $1,055,609,539 in 2,451 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,056
    MILLION
  • Total Number of Accounts
    2,451
    ACCOUNTS
  • Average Account Value
    $430,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, FL, GA, IA, IL, IN, KY, MI, MO, NC, OH, PA, SC, TN, TX, WI

Financial Advisors at Donaldson Capital Management LLC
Showing 1 - 10 of 19 top financial advisors.
1
Matthew K. Markle
CRD#: 5798810
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
96
Wealthminder
score

Matthew Markle (CRD# 5798810) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 7 years of experience in the finance industry. Matthew Markle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brandon R. Roop
CRD#: 5905765
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
96
Wealthminder
score

Brandon Roop (CRD# 5905765) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 5 years of experience in the finance industry. Brandon Roop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marvin J. Wright
CRD#: 4100305
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
96
Wealthminder
score

Marvin Wright (CRD# 4100305) 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. Marvin Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Randall K. Alsman
CRD#: 5466140
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
93
Wealthminder
score

Randall Alsman (CRD# 5466140) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 9 years of experience in the finance industry.

5
Jason M. Hall
CRD#: 5519206
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
93
Wealthminder
score

Jason Hall (CRD# 5519206) 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.

6
Michael D. Hull
CRD#: 2863712
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
93
Wealthminder
score

Michael Hull (CRD# 2863712) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 19 years of experience in the finance industry.

7
Stephen H. Obenchain
CRD#: 5614084
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
93
Wealthminder
score

Stephen Obenchain (CRD# 5614084) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 7 years of experience in the finance industry.

8
Laura D. Roop
CRD#: 2972101
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
93
Wealthminder
score

Laura Roop (CRD# 2972101) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 17 years of experience in the finance industry.

9
Richard W. Roop
CRD#: 4574488
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
93
Wealthminder
score

Richard Roop (CRD# 4574488) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 14 years of experience in the finance industry.

10
Joseph P. Zabratanski
CRD#: 4583666
20 Nw First Street, 5th Floor, Evansville, IN 47630
93
Wealthminder
score

Joseph Zabratanski (CRD# 4583666) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 14 years of experience in the finance industry.

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