Donaldson Capital Management Employee Directory

Q: What is Donaldson Capital Management known for?

Donaldson Capital Management was founded in 1995. Donaldson Capital Management operates in the Investment Management industry.

Q: How many employees does Donaldson Capital Management have currently?

Donaldson Capital Management has approximately 66 employees.

Investment ManagementIndiana, United States51-200 Employees

Serving wealth management clients, non-profits, and retirement plans since 1995.
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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.

Find Donaldson Capital Management employees' phone numbers or email addresses

Donaldson Capital Management Global Highlights

North America
91

United States Of America
90
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
C. L.
Director Of Wealth Solutions
Mobile Phone
Email
K. C.
Lead Financial Planner - Team Lead
Mobile Phone
Email
M. G.
Lead Investment Advisor
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

Contact profiles from Donaldson Capital Management

Name

Title

Contact Info

Location

Last Update

F. E. R.
Client Services Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
F. J. D.
Employee Experience Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
F. K. C.
Client Services Manager
Mobile Phone
Email
UNITED STATES
Jul 14, 2023
F. M. B.
Client Services And Account Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. H.
Portfolio Manager
Mobile Phone
Email
United StatesGeorgia
Jul 31, 2025
J. G.
Client Services Manager
Mobile Phone
Email
UNITED STATES
Jan 16, 2025
J. D.
Client Services Manager
Mobile Phone
Email
UNITED STATES
Oct 30, 2025
J. K.
Client Services Team Lead
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
R. P.
Senior Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
V. C.
Client Services Manager
Mobile Phone
Email
UNITED STATES
Oct 23, 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; 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 December 2025. These team members are located across 2 continents, including North AmericaSouth America.

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

As of December 2025, Donaldson Capital Management's key employees include:

Ceo & President: S. M.
Vice President Wealth Planner: E. T.
Vice President: B. W.
Director Of Wealth Solutions: C. L.
Lead Financial Planner - Team Lead: K. C.

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