Marcus
Bloom

Donaldson Capital Management LLC

CRD#3278510
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Marcus Bloom is a financial advisor based in Atlanta, Georgia, who has been in the financial industry for 20 years. Bloom is on the advisory team at Donaldson Capital Management LLC. Over the course of their career, they have 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 holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in Georgia. Donaldson Capital Management LLC is a financial advisory company based in Atlanta, Georgia. The company has offices in four locations and a total of 48 employees. It oversees $3 billion in assets under management between its 3,538 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 42 charitable organizations. Of its 3,538 accounts, 41% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a diverse range of services, such as 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 management fees depend on which services the firm provides the client. However, fee types billed by Donaldson Capital Management LLC may include some blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

20 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

Disclosures

No

Office Location

400 Embassy Row Ne Suite 108
Atlanta, GA 30328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Donaldson Capital Management LLC Brokerage Details

Total Assets Under Management

$2,616,028,278

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

48

GA Average: 46
Total Number of Accounts

3,538

GA Average: 1,775
Average Account Size

$739,409

GA Average: $759,012

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 20 years of experience.

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

Disclosures

Marcus Bloom has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Donaldson Capital Management LLC

Blake Alsman
Evansville, IN
Joseph Zabratanski
Newburgh, IN
Matthew Bernhardt
Evansville, IN
Kira Vaal
Evansville, IN
Sarah Moore
Evansville, IN
Jason Hall
Evansville, IN
Zachary Chavira
Evansville, IN
Matthew Wright
Evansville, IN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started