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Matthew Stephen Wright

DONALDSON CAPITAL MANAGEMENT LLC·EVANSVILLE, Indiana
Series 65Clean record4 years registeredDONALDSON CAPITAL MANAGEMENT LLC
20 NORTHWEST FIRST STREET, EVANSVILLE, IN 47708CRD# 5184135Firm CRD# 106131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Stephen Wright · EVANSVILLE, IN
Registration
CRD #5184135 · DONALDSON CAPITAL MANAGEMENT LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

DONALDSON CAPITAL MANAGEMENT LLC
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 22, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131 · SEC 801-48479
AUM
$2.7B
Regulatory assets under management
Employees
61
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 →
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05

Frequently Asked Questions

What services does Matthew Stephen Wright offer?
Matthew Stephen Wright specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.
What are Matthew Stephen Wright's credentials?
Matthew Stephen Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Stephen Wright located?
Matthew Stephen Wright is based in EVANSVILLE, Indiana, working with DONALDSON CAPITAL MANAGEMENT LLC. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.
How does Matthew Stephen Wright charge for services?
Matthew Stephen 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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Other Advisors at DONALDSON CAPITAL MANAGEMENT LLC

Kimberly Sue Schultz
EVANSVILLE, IN
Matthew Kyle Markle
EVANSVILLE, IN
Laura Dean Roop
EVANSVILLE, IN
Randall Keith Alsman
EVANSVILLE, IN
Michael D Hull
EVANSVILLE, IN
Richard Wayne Roop
EVANSVILLE, IN

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Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)SOUTH BEND (20)KOKOMO (17)AUBURN (16)WINONA LAKE (14)FISHERS (14)COLUMBUS (12)BLOOMINGTON (10)
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Research
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