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Donaldson Capital Management LLC CRD 106131
$3.46B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-02-24 |
Branch Locations
20 Nw First Street 5Th Floor, Evansville, IN 47630 • United States
Park Ridge, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donaldson Capital Management, Llc | Evansville | IN | 11/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-27 |
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