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Donaldson Capital Management

Institutional investor

Evansville · 75 people tracked

Also known as Donaldson

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Investment thesis

DCM promotes wealth building grounded in stability rather than speculation, prioritizing client security, income, and growth. It offers a spectrum of portfolios ranging from its growth-oriented Sequoia strategy (aiming to beat the market on a rolling three-year basis) and the Cornerstone strategy (balancing income and capital growth with reduced volatility), to the high-yield Income Builder and the safety-focused Preservation of Capital fixed-income strategy. The firm's approach rests on three principles—security, income, and growth—with each strategy emphasizing the ones most relevant to the client. DCM emphasizes a personal, client-first process built on listening and collaboration to tailor investment strategies to individual financial needs.

Invests inSector Agnostic

Source: firm website, verified Sep 29, 2026.

HQ
Evansville, US
Instruments
Equity · Debt
Founded
1995
AUM
$3.5B

Team · 75 people

from the firm's website & curated
Greg Donaldson· Founder & Board Member
Sarah Moore· President & CEOin
Alan Van Cleef· Lead Investment Advisor
Alex King· Advisory Associatein
Alex Spainhoward· Lead Investment Advisor
Andrew Richmond· Senior Trading Specialist—Team Lead
April Bullard· Wealth Solutions Associatein
Beth Dietsch· Senior Investment Advisorin
Blake Alsman· Senior Investment Advisor
Braden Herendeen· Investment Advisorin
Brandon Roop· Chief Experience Officer & Senior Investment Advisorin
Bryce Duncan· Research Analyst
Bryce Turner· Investment Advisorin
Chad Lange· Director of Wealth Solutionsin
Charlotte Smith· Client Services Associate
Christopher Corcoran· Investment Advisor
Ciavon Hartman· Chief Operations Officer
Colby Decker· Director of Technology Optimization
Collin Brinker· Senior Financial Planner
Connie Oliver· Client Services Specialist
Derek Riddle· Lead Investment Advisor
Don Michael· Vice Chairmanin
Drew Runion· Board Memberin
Ellen Rogier· Executive Client Services Manager
Emma Nathan· First Impressions Associate
Gray Long· Wealth Solutions Associate
Hope Mills· Client Services Associatein
Isaiah Dunham· Associate Investment Advisorin
J.K. Keach· Senior Investment Advisor
Jace Stieler· Financial Plannerin
Jason Hall· Senior Investment Advisor
Jenna Wasson· Business Systems Administratorin
Jennifer Decker· Director of Talent & Organizational Development
Jessica Klostermann· Director of Client Services
Jodie Chapman· Senior First Impressions Managerin
Jody Littrell· Senior Investment Advisor
Joe Zabratanski· Chief Investment Officer & Senior Investment Advisorin
Jordan Whitledge· Lead Investment Advisor & Investment Strategist
Josh Warren· Financial Planning Associate
Kate Doerksen· Board Member
Kevin Coombs· Senior Financial Planner - Team Leadin
Kira Vaal· Senior Investment Advisorin
Kyle Dodd· Lead Investment Advisorin
Kyle Markle· Chief Investment Officer & Senior Investment Advisorin
Kyler Wagner· Trading Associatein
Lauren Chavira· Senior Finance & HR Analyst
Leeanne Lollar· Lead Investment Advisorin
Lynn Muehlbauer· Client Services Associatein
Marcus Bloom· Investment Advisorin
Marty Coursey· Investment Advisorin
Marvin Wright· Board Memberin
Matt Bernhardt· Senior Trading Specialistin
Matthew Duncan· Lead Investment Advisor
Matthew Effinger· Associate Investment Advisorin
Matthew Wakefield· Systems Admin Specialistin
Matthew Wright· Chief Financial Officer & Chief Compliance Officer
Mike Hull· Chairman of the Board
Mollie Caldwell· Associate Investment Advisor
Nathan Winklepleck· Director of Investment Strategy & Solutions
Neal Quick· Trading Specialistin
Olivia Barton· Accounting & Billing Specialist
Preston May· Macro & Policy Strategistin
Priscilla Birt· Lead Financial Planner
Randy Alsman· Board Memberin
Ron Patberg· Senior Investment Advisor & Business Development Coachin
Sara Williams· Director of Communicationsin
Sharon Walker· Board Member
Simon Pan· Financial Analyst
Stephanie Bonenberger· Client Services Team Leadin
Tom Roberts· Trading Associate
Vickie Colford· Senior Client Services Manager & First Impressions Manager
Warren Ward· Senior Investment Advisorin
Zachary Chavira· Retirement Plan Lead Advisor - Team Leadin

Frequently asked questions

What sectors does Donaldson Capital Management focus on?
Donaldson Capital Management focuses on Sector Agnostic.
Where is Donaldson Capital Management located?
Donaldson Capital Management is headquartered in Evansville, US.

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