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Financial ADVSR advisor directory · SEC adviser records

Donaldson Capital Management LLC financial advisors

Every SEC-registered investment adviser representative at Donaldson Capital Management LLC, by the state and city of the office they work from.

40 registered advisors work at Donaldson Capital Management LLC, in 3 states and 5 cities; the most are in Evansville, IN (30). 11 list the CFP designation and 0 are also registered broker representatives.

Search every Donaldson Capital Management LLC advisor by name →Who joined and left Donaldson Capital Management LLC →Donaldson Capital Management LLC: assets, clients and custodians →

Cities with the most Donaldson Capital Management LLC advisors

Evansville, IN 30Columbus, IN 5Atlanta, GA 2Knoxville, TN 2Nashville, TN 1

Donaldson Capital Management LLC advisors by state

Donaldson Capital Management LLC in Indiana 35

Evansville 30Columbus 5

Donaldson Capital Management LLC in Tennessee 3

Knoxville 2Nashville 1

Donaldson Capital Management LLC in Georgia 2

Atlanta 2

Questions

How many financial advisors does Donaldson Capital Management LLC have?

40 investment adviser representatives are registered with Donaldson Capital Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 11 list the CFP designation and 0 are also registered as broker representatives.

Where does Donaldson Capital Management LLC have the most advisors?

Evansville, IN, with 30 registered advisors, then Columbus, IN (5). By state, Indiana has the most, with 35.

How do I find a Donaldson Capital Management LLC financial advisor near me?

Pick your state below, then your city, to see every Donaldson Capital Management LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Donaldson Capital Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →