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).

By the Numbers
  • Total Assets Under Management
    2,677
    MILLION
  • Total Number of Accounts
    1,716
    ACCOUNTS
  • Average Account Value
    $1,560,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Donaldson Capital Management LLC
Showing 11 - 20 of 36 top financial advisors.
11
John K. Keach
CRD#: 5346554
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

John Keach (CRD# 5346554) 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.

12
Matthew K. Markle
CRD#: 5798810
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Matthew Markle (CRD# 5798810) 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.

13
Sarah S. Moore
CRD#: 5568246
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Sarah Moore (CRD# 5568246) 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.

14
Stephen H. Obenchain
CRD#: 5614084
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Stephen Obenchain (CRD# 5614084) 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.

15
Ronald J. Patberg
CRD#: 4572062
700 Washington Street, Suite 203, Columbus, IN 47201

Ronald Patberg (CRD# 4572062) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Columbus, IN and has 1 year of experience in the finance industry.

16
Derek A. Riddle
CRD#: 5850534
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Derek Riddle (CRD# 5850534) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 13 years of experience in the finance industry.

17
Brandon R. Roop
CRD#: 5905765
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Brandon Roop (CRD# 5905765) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 13 years of experience in the finance industry.

18
Richard W. Roop
CRD#: 4574488
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Richard Roop (CRD# 4574488) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 21 years of experience in the finance industry.

19
Alexander W. Spainhoward
CRD#: 6624637
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Alexander Spainhoward (CRD# 6624637) 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.

20
Warren A. Ward
CRD#: 2161447
700washington Street, Suite 203, Columbus, IN 47201

Warren Ward (CRD# 2161447) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Columbus, IN and has over 32 years of experience in the finance industry.

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