Donaldson Capital Management

Donaldson Capital Management

Investment Management, 20 Nw 1st St, Evansville, Indiana, 47708, United States, 51-200 Employees

dcmol.com

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phone no Phone Number: 81********

Who is DONALDSON CAPITAL MANAGEMENT

Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Inve...

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  • 20 Nw 1st St, Evansville, Indiana, 47708, United States Headquarters: 20 Nw 1st St, Evansville, Indiana, 47708, United States
  • 1995 Date Founded: 1995
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211 | NAICS Code: 523999 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from DONALDSON CAPITAL MANAGEMENT

Donaldson Capital Management Org Chart and Mapping

Employees

Braden Hertz

Equity Research Summer Intern

Leeanne Lollar

Lead Investment Advisor

Cfp® Brandon Roop

VP of Investment Advisory & Sr. Investment Advisor

Cfp® Kyle Markle

Chief Investment Officer & Senior Investment Advisor

Riley Guerzini

Communications Associate

Rick Rickroop

VP Donaldson Capital Management

Stephanie Bonenberger

Centralized Client Services Team Lead

Cfp® Chad Lange

Director of Financial Planning

April Bullard

Associate Investment Advisor

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Frequently Asked Questions Regarding Donaldson Capital Management

Answer: Donaldson Capital Management's headquarters are located at 20 Nw 1st St, Evansville, Indiana, 47708, United States

Answer: Donaldson Capital Management's phone number is 81********

Answer: Donaldson Capital Management's official website is https://dcmol.com

Answer: Donaldson Capital Management's revenue is $10 Million to $25 Million

Answer: Donaldson Capital Management's SIC: 6211

Answer: Donaldson Capital Management's NAICS: 523999

Answer: Donaldson Capital Management has 51-200 employees

Answer: Donaldson Capital Management is in Investment Management

Answer: Donaldson Capital Management contact info: Phone number: 81******** Website: https://dcmol.com

Answer: 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.

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