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 1 - 10 of 36 top financial advisors.
1
Blake T. Alsman
CRD#: 6283465
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Blake Alsman (CRD# 6283465) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 10 years of experience in the finance industry.

2
Randall K. Alsman
CRD#: 5466140
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Randall Alsman (CRD# 5466140) 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.

3
Matthew R. Bernhardt
CRD#: 5355195
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Matthew Bernhardt (CRD# 5355195) 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.

4
Zachary S. Chavira
CRD#: 6486241
20 Nw 1st St, #500, Evansville, IN 47708

Zachary Chavira (CRD# 6486241) 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.

5
Kevin D. Coombs
CRD#: 4815657
Saint Louis, MO

Kevin Coombs (CRD# 4815657) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Saint Louis, MO and has over 14 years of experience in the finance industry.

6
Beth A. Dietsch
CRD#: 6572755
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Beth Dietsch (CRD# 6572755) 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.

7
Gregory C. Donaldson
CRD#: 808195
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Gregory Donaldson (CRD# 808195) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

8
Matthew W. Gladbach
CRD#: 4405846
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Matthew Gladbach (CRD# 4405846) 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.

9
Jason M. Hall
CRD#: 5519206
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Jason Hall (CRD# 5519206) 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.

10
Michael D. Hull
CRD#: 2863712
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Michael Hull (CRD# 2863712) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 26 years of experience in the finance industry.

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