What departments does Donaldson Capital Management have?

Donaldson Capital Management has employees across 4 departments including Finance, Program & Project Management, Customer Success, Administrative.

What is the largest department at Donaldson Capital Management?

The largest department at Donaldson Capital Management is Finance with 2 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
98

United States Of America
97
Canada
1

South America
1

Brazil
1

Donaldson Capital Management's Leadership

A. V.
Lead Investment Advisor
Mobile Phone
Email
R. P.
Senior Portfolio Manager
Mobile Phone
Email
I. D.
Associate Investment Advisor
Mobile Phone
Email
R. Q.
Logistica
Mobile Phone
Email
O. B.
Client Services Associate
Mobile Phone
Email
J. F.
Position In Client Services
Mobile Phone
Email
L. M.
Administrative Assistant
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

A. V.
Lead Investment Advisor
Mobile Phone
Email
Jul 26, 2023
R. P.
Senior Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
I. D.
Associate Investment Advisor
Mobile Phone
Email
Jun 26, 2026
R. Q.
Logistica
Mobile Phone
Email
BrazilSão Paulo
Jul 06, 2026
O. B.
Client Services Associate
Mobile Phone
Email
Jun 27, 2026
J. F.
Position In Client Services
Mobile Phone
Email
Oct 23, 2024
L. M.
Administrative Assistant
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is Donaldson Capital Management known for?

Donaldson Capital Management was founded in 1995 operates in the Investment Management industry; 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 69 employees as of July 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 July 2026, Donaldson Capital Management's key employees include:

Lead Investment Advisor: A. V.
Senior Portfolio Manager: R. P.
Associate Investment Advisor: I. D.
Logistica: R. Q.
Client Services Associate: O. B.

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Donaldson Capital Management Employee Directory

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