What departments does Donaldson Capital Management have?

Donaldson Capital Management has employees across 6 departments including Solutions Engineering, Finance, Customer Success, Accounting, Analytics.

What is the largest department at Donaldson Capital Management?

The largest department at Donaldson Capital Management is Finance with 10 employees.

Where are Donaldson Capital Management employees located globally?

Donaldson Capital Management has employees across 2 continents and 3 countries including United States Of America, Canada, Brazil.

How has Donaldson Capital Management's team size changed over time?

Donaldson Capital Management's team has decreased from approximately 61 to 39 employees based on available data.

Donaldson Capital Management Employee Directory

Investment ManagementIndiana, United States51-200 Employees

Donaldson Capital Management is a mid-sized investment management firm based in Evansville, Indiana. Since 1995, it has served wealth management clients, non-profits, and retirement plans, providing investment guidance and ongoing advisory services. The firm operates as a federally registered investment adviser under the Investment Advisers Act of 1940, a status that reflects regulatory registration rather than a demonstrated level of skill. Its client base comprises both individuals and organizations seeking professional management of investments and long-term financial planning.

In 2025, the firm promoted Sarah Moore to the role of chief executive officer, marking a notable leadership update.

Donaldson Capital Management Global Highlights

North America
94

United States Of America
93
Canada
1

South America
1

Brazil
1

Donaldson Capital Management's Leadership

S. M.
Ceo & President
Mobile Phone
Email
E. T.
Vice President Wealth Planner
Mobile Phone
Email
B. W.
Vice President
Mobile Phone
Email
S. W.
Director Of Communications
Mobile Phone
Email
C. L.
Director Of Wealth Solutions
Mobile Phone
Email
K. C.
Lead Financial Planner - Team Lead
Mobile Phone
Email
P. B.
Lead Financial Planner
Mobile Phone
Email
Z. S. C.
Retirement Plan Services Team Lead & Lead Investment Advisor
Mobile Phone
Email

Donaldson Capital Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Human Resources
Other
Entrepreneurship
Legal

Contact profiles from Donaldson Capital Management

Name

Title

Contact Info

Location

Last Update

S. M.
Ceo & President
Mobile Phone
Email
United States
Apr 21, 2026
B. W.
Vice President
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
E. T.
Vice President Wealth Planner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. W.
Director Of Communications
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
C. L.
Director Of Wealth Solutions
Mobile Phone
Email
United StatesGeorgia
Apr 21, 2026
K. C.
Lead Financial Planner - Team Lead
Mobile Phone
Email
United StatesNorth Carolina
Apr 02, 2026
P. B.
Lead Financial Planner
Mobile Phone
Email
United StatesTennessee
Nov 16, 2025
Z. S. C.
Retirement Plan Services Team Lead & Lead Investment Advisor
Mobile Phone
Email
United States
Apr 15, 2026
B. D.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Dec 30, 2023
F. D. F.
Client Services Manager
Mobile Phone
Email
UNITED STATES
Mar 05, 2024

Frequently Asked Questions

What is Donaldson Capital Management known for?

Donaldson Capital Management was founded in 1995 operates in the Investment Management industry. The company's main headquarters is located in 20 Northwest 1st Street Suite 500 Evansville, Indiana United States; you can contact the main corporate office by phone at

+1-812-421-****

. Explore Donaldson Capital Management's company overview page for more information.

What is Donaldson Capital Management's most common email format?

Donaldson Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Donaldson Capital Management email formats with LeadIQ.

How many employees does Donaldson Capital Management have currently?

Donaldson Capital Management has approximately 66 employees as of May 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Donaldson Capital Management's key employees and leadership?

As of May 2026, Donaldson Capital Management's key employees include:

Ceo & President: S. M.
Vice President Wealth Planner: E. T.
Vice President: B. W.
Director Of Communications: S. W.
Director Of Wealth Solutions: C. L.

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Donaldson Capital Management Employee Directory

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