Articles from Donaldson Capital Management

Donaldson Capital Management, a wealth management and advisory firm with over $3B in assets under management, has announced the appointment of Kate Doerksen to the company’s Board of Directors. Doerksen is a successful entrepreneur with a passion for building technology businesses. She is a native of Evansville, Indiana, and currently lives in Danville, California.

Donaldson Capital Management (DCM), a wealth management and advisory firm with over $3B in assets under management, has announced the appointment of Sarah Moore to Chief Executive Officer, effective immediately. Moore will continue to serve as President in addition to her new role as CEO. She succeeds long-time President & CEO, Mike Hull, as part of the firm’s ongoing succession plans.

Donaldson Capital Management (DCM), an independently owned registered investment advisory firm with more than $3.2B in assets under management, has been recognized by Forbes as one of America’s Top RIA firms for 2024.

Donaldson Capital Management (DCM), an independently owned investment advisory and financial planning firm with more than $2.3B in assets under management, has received a five-star Overall Morningstar Rating™ for their Rising Dividend® Cornerstone® fund.

Donaldson Capital Management, wealth management and investment advisory firm with over $2.5B in assets under management, has been named to the 2022 CNBC Financial Advisor 100 list.

Donaldson Capital Management, wealth management and advisory firm with over $2.5B in assets under management, has announced that the company’s Board of Directors has appointed Sarah Moore, CFP® as President and Ciavon Hartman, FPQP™ as Chief Operations Officer.