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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-02 |
Branch Locations
400 Embassy Row Ne Ste 108, Atlanta, GA 30328 • United States
20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donaldson Capital Management Llc | Evansville | IN | 01/2024 | Present |
| Costco Wholesale Corporation | Cincinnati | OH | 11/2021 | 01/2024 |
| Dunnhumby Limited | Cincinnati | OH | 01/2013 | 01/2020 |
| Unemployed | Cincinnati | OH | 01/2020 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-10 |
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