Donaldson Capital Management

Q: What is Donaldson Capital Management's company size?

Donaldson capital management has 51 - 200 people working.

Investment Management

Specialities :

Wealth & investment management

Financial planning

Foundations & endowments

And retirement

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

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

Contact Information

Evansville , Indiana , United States

jdoe@dcmol.com

dcmol.com

Donaldson Capital Management Org Chart

Employees

Total Employees:
51

Top Contacts:
2

C-Level 0	VP - Level-
Director-	Manager2
Others53

Employees Working At Donaldson Capital Management

Chad Lange

Director of Wealth Solutions

C Decker

Director of Investment Operations

Stephanie Bonenberger

Centralized Client Services Team Lead

Kevin Coombs

Lead Financial Planner Team Lead

Zachary Chavira

Retirement Plan Services Team Lead Lead Investment Advisor

Donaldson Capital Management Email Formats

Structure	Email Format
<first>_<last>@	John_Smith@diestelmann-luther.de

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Sandy Springs, GA	communication, hoc, rest, financial, scheduling, collaboration, billing, k
Backup,DR, Dedup	Sandy Springs, GA	communication, hoc, rest, financial, scheduling, collaboration, billing, k
Digital Transformation	Sandy Springs, GA	communication, hoc, rest, financial, scheduling, collaboration, billing, k
Project Management	Sandy Springs, GA	communication, hoc, rest, financial, scheduling, collaboration, billing, k
Support	Sandy Springs, GA	communication, hoc, rest, financial, scheduling, collaboration, billing, k

Trigger

Tech Stack Used By Donaldson Capital Management

A quick view of products employed by Donaldson Capital Management

Access

Board

Canvas

Dcm

Director

List of technologies used by Donaldson Capital Management

Analytics

Audit

Billing

Case management

Collaboration

Languages Used By Donaldson Capital Management

E Hoc K

OS Used By Donaldson Capital Management

Integrity

Jobs at Donaldson Capital Management

Hiring 2024-01-05 19:21:00

Wealth Solutions Associate

Sandy Springs, GA

At Donaldson Capital Management, people are our purpose. We strive to hire good heads and great h...

Frequently Asked Questions About Donaldson Capital Management

What does Donaldson capital management do?+

What are Donaldson capital management's specialties? +

Wealth & investment management,financial planning,foundations & endowments,and retirement

What is Donaldson capital management's industry? +

Donaldson capital management operates in the Investment management industry.

What is Donaldson capital management's revenue? +

Donaldson capital management's revenue is 11m - 100m

What is Donaldson capital management's company size? +

Donaldson capital management has 51 - 200 employees.

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