Kevin Douglas Coombs

Employer firm

Donaldson Capital Management LLC CRD 106131

$3.46B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 09/2016
  Raymond James & Associates, Inc.
  St. Louis, MO
• 03/2010 → 05/2019
  Mary Institute & St. Louis Country Day School
  St. Louis, MO
• 06/2017 → 08/2021
  Stifel Nicolaus & Co Inc
  St. Louis, MO
• 10/2016 → 06/2017
  Unemployed
  St. Louis, MO
• 08/2021 → Present
  Donaldson Capital Management
  St. Louis, MO

Previous Registrations

• 2017-07-14 → 2021-08-27
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
• 2009-10-08 → 2016-09-28
  Raymond James & Associates, Inc.
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-10-07

Designations

• Certified Financial Planner