Donaldson Capital Management Revenue
Investment Management • 
Evansville, Indiana, United States • 51-100 Employees
Donaldson Capital Management revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $162,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $33,600,000 |
| Total funding | No funding |
Key Contacts at Donaldson Capital Management
Sarah Moore
Ceo & President
Sara Williams
Director Of Communications
Chad Lange
Director Of Wealth Solutions
Jennifer Decker
Director Of Hr
Stephen Obenchain
Director Of Regulatory & Systems Compliance
Colby Decker
Director Of Investment Operations
Carol Stumpf
Retired Director Of Client Services
Company overview
| Headquarters | 20 NW 1st St, Suite 500, Evansville, Indiana 47708, US |
| Phone number | +18124213211 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Financial Planning, Retirement, Foundations & Endowments, Wealth & Investment Management |
| Founded | 1995 |
| Employees | 51-100 |
| Socials |
Donaldson Capital Management Email Formats
Donaldson Capital Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@dcmol.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@dcmol.com | 77.8% |
{first name}{last name} | johndoe@dcmol.com | 18.5% |
{last name}{last name} | doedoe@dcmol.com | 3.7% |
About Donaldson Capital Management
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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Donaldson Capital Management has 38 employees across 9 departments.
Departments
Number of employees
Funding Data
Donaldson Capital Management has never raised funding before.
Donaldson Capital Management Tech Stack
Discover the technologies and tools that power Donaldson Capital Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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