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President · Donaldson Capital Management LLC

Sarah S Moore

CRD 5568246 · Named on Form ADV at one SEC-registered adviser

At a glance

Donaldson Capital Management LLC, an SEC-registered wealth manager based in Evansville, IN with $3.5 billion in regulatory assets, lists Sarah S Moore on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (29)

24 more people named with Sarah on the same filings, with titles and firms. Free in Atlas with a free account.

See all 29 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.