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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.