Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: 20 NW 1st St#500, Evansville, IN 47708. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
View Top Employees from Donaldson Capital Management| Website | http://www.dcmol.com |
| Revenue | $5.2 million |
| Employees | 72 (72 on RocketReach) |
| Founded | 1995 |
| Address | 20 NW 1st St Suite 500, Evansville, Indiana 47708, US |
| Phone | (812) 421-3211 |
| Technologies |
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| Industry | Investment Management, Finance General, Wealth & Investment Management, Finance, Rising Dividend Investing, Retirement Income Planning, Social Security Claiming Strategies, Estate Planning, Tax Planning |
| Web Rank | 6 Million |
| Keywords | Donaldson Evansville |
| Competitors | Eikenberry Retirement Planning, FBB Capital Partners, Kraus Capital Management LLC, Schneider Wealth Management |
| SIC | SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5231 Companies, NAICS Code 523 Companies, NAICS Code 523120 Companies, NAICS Code 52312 Companies, NAICS Code 52 Companies |
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Donaldson Capital Management Questions
The Donaldson Capital Management annual revenue was $5.2 million in 2024.
Matthew Wright is the CFO of Donaldson Capital Management.
72 people are employed at Donaldson Capital Management.
Donaldson Capital Management is based in Evansville, Indiana.
The NAICS codes for Donaldson Capital Management are [5231, 523, 523120, 52312, 52].
The SIC codes for Donaldson Capital Management are [621, 62].
Top Donaldson Capital Management Employees
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