Donaldson Capital Management LLC

Investment Advisor
in Atlanta, GA

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About this Advisor

Marcus Bloom is a financial advisor who works in Atlanta, Georgia with a total of 2 years of industry experience. Bloom is on the advisory team at Donaldson Capital Management LLC. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, Signator Investors, Inc, Royal Alliance Associates, Inc, The Core Group, Marcus Bloom Sole Proprietor, Lifestyle Freedom Advisory Group, LLC, Donaldson Capital Management, LLC and Array Partners LLC. Bloom has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Georgia. Donaldson Capital Management LLC is a financial advisory firm based out of Evansville, IN. The firm has offices in four locations and a total of 58 employees. It oversees $2 billion in assets under management across its 1,469 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 43 charitable organizations. Of its 1,469 client accounts, 37% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Financial advisory fee schedules are based on the type of services offered. Fee types billed by Donaldson Capital Management LLC likely include some combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

400 Embassy Row Ne Suite 108
Atlanta, GA 30328

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Donaldson Capital Management LLC Brokerage Details

Total Assets Under Management


GA Average: $1,347,246,178
Total Number of Employees


GA Average: 46
Total Number of Accounts


GA Average: 1,775
Average Account Size


GA Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Marcus Bloom Work History

Marcus has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

Donaldson Capital Management, LLC

2019 - 2021 (2 years)

Lifestyle Freedom Advisory Group, LLC

2019 - 2021 (2 years)

Array Partners LLC

2018 - 2019 (1 year)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2003 - 2019 (16 years)

The Core Group

2002 - 2016 (14 years)

Transamerica Financial Advisors, Inc

2002 - 2021 (19 years)

Marcus Bloom Sole Proprietor

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Marcus Bloom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Donaldson Capital Management LLC

Matthew Wright
Evansville, IN
Sarah Moore
Evansville, IN
Blake Alsman
Evansville, IN
Nathanial Winklepleck
Evansville, IN
Matthew Bernhardt
Evansville, IN
John Keach
Evansville, IN
Leeanne Lollar
Columbus, IN
Kira Vaal
Evansville, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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