Andrew
Richmond
Donaldson Capital Management LLC
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About this Advisor
Andrew Richmond is a financial advisor based in Evansville, Indiana with 2 years of relevant experience. Richmond is currently employed by Donaldson Capital Management LLC. During their career, the advisor has held roles at Donaldson Capital Management, Full Time Student and Meuth Renewvations. Richmond maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Indiana. Donaldson Capital Management LLC is a financial advisory firm operating out of Evansville, IN. The firm has offices in four locations and a total of 58 employees. It oversees $2 billion in assets across its 1,469 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 43 charitable organizations. Of its 1,469 customer accounts, 37% belong to high-net-worth individuals who have greater than $1 million in assets. Donaldson Capital Management LLC offers a number 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. Fees for financial advisory services typically depend on the financial services. However, fees charged by Donaldson Capital Management LLC can include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Donaldson Capital Management LLC Brokerage Details
$2,310,717,134
58
1,469
$1,572,986
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
Andrew Richmond Work History
Andrew has been registered as a financial advisor for 2 years.*
Donaldson Capital Management
Full Time Student
Meuth Renewvations
Full Time Student
*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.
Disclosures
Please visit the SEC profile of Andrew Richmond 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
Evansville, IN
Evansville, IN
Evansville, IN
Columbus, IN
Evansville, IN
Evansville, IN
Evansville, IN
Evansville, IN
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