Unclaimed Profile

Marvin James Wright

DONALDSON CAPITAL MANAGEMENT LLC·EVANSVILLE, Indiana

Series 7, Series 24, Series 66Clean record26 years registeredDONALDSON CAPITAL MANAGEMENT LLC

20 NORTHWEST FIRST STREET, EVANSVILLE, IN 47708CRD# 4100305Firm CRD# 106131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marvin James Wright · EVANSVILLE, IN

Registration

CRD #4100305 · DONALDSON CAPITAL MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DONALDSON CAPITAL MANAGEMENT LLC

DONALDSON CAPITAL MANAGEMENT LLC

Jan 2014 – Mar 2026

EVANSVILLE, IN

KCPAG FINANCIAL ADVISORS LLC

Dec 2007 – Dec 2013

EVANSVILLE, IN

1ST GLOBAL ADVISORS INC

Mar 2000 – Dec 2007

EVANSVILLE, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · March 9, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DONALDSON CAPITAL MANAGEMENT LLC

CRD 106131 · SEC 801-48479

AUM

$2.7B

Regulatory assets under management

Employees

1,716 client accounts

Services offered by DONALDSON CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DONALDSON CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Marvin James Wright offer?

Marvin James Wright specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Marvin James Wright's credentials?

Marvin James Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marvin James Wright located?

Marvin James Wright is based in EVANSVILLE, Indiana, last registered with DONALDSON CAPITAL MANAGEMENT LLC.

How does Marvin James Wright charge for services?

Marvin James Wright's firm is compensated through percentage of aum, hourly charges, other: a percentage of fees under management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DONALDSON CAPITAL MANAGEMENT LLC?

DONALDSON CAPITAL MANAGEMENT LLC has approximately 61 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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