Donaldson Capital Management Recognized by Forbes as one of America’s Top RIA Firms for 2024 - News Summed Up

Donaldson Capital Management Recognized by Forbes as one of America’s Top RIA Firms for 2024


EVANSVILLE, Ind.--(BUSINESS WIRE)--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. Every day, we aim to do the right thing and make a lasting impact on the lives of our clients,” said Sarah Moore, CFP®, President of Donaldson Capital Management. This communication was prepared by Donaldson Capital Management, 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. Donaldson Capital Management, Form ADV Part 2A & 2B can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name.


Source: Forbes October 18, 2024 15:46 UTC



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