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).

Current Firm Details
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
http://risingdividendinvesting.blogspot.com/
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 31 - 36 of 36 top financial advisors.
31
Jace Stieler, financial advisor Evansville IN
Jace A. Stieler
CRD#: 7785933
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Jace Stieler (CRD# 7785933) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

32
Bryce Turner, financial advisor Evansville IN
Bryce R. Turner
CRD#: 7172410
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Bryce Turner (CRD# 7172410) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

33
Kira Vaal, financial advisor Evansville IN
Kira N. Vaal
CRD#: 7125751
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Kira Vaal (CRD# 7125751) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 4 years of experience in the finance industry.

34
Alan Van Cleef, financial advisor Evansville IN
Alan W. Van Cleef
CRD#: 4768302
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Alan Van Cleef (CRD# 4768302) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 20 years of experience in the finance industry.

35
Jordan Whitledge, financial advisor Evansville IN
Jordan M. Whitledge
CRD#: 7626991
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Jordan Whitledge (CRD# 7626991) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

36
Matthew Wright, financial advisor Evansville IN
Matthew S. Wright
CRD#: 5184135
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Matthew Wright (CRD# 5184135) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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