Stephen Hardin Obenchain

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

• 05/2014 → Present
  Donaldson Capital Management, Llc
  Evansville, IN

Previous Registrations

• 2009-01-26 → 2013-12-12
  Investors Capital Corp.
  Lynnfield, MA
  Evansville, IN
  Greenville, SC

Exams

• S66 Uniform Combined State Law Examination
  2009-01-15

Other Names

• Stephen Obenchain