Marvin
Wright
Donaldson Capital Management LLC
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About this Advisor
Marvin Wright is a certified financial planner operating in Evansville, Indiana with a total of 9 years of industry experience. Wright is currently employed by Donaldson Capital Management LLC. Throughout their career, Wright has worked at Wright Consultants, Securities America, Inc, Kcpag Financial Advisors LLC, Kemper Cpa Group Llp, Kemper Capital Management LLC, Donaldson Capital Management, LLC, Kemper Cpa Group, Llp and Kemper Capital Management, LLC. Wright maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Donaldson Capital Management LLC is an advisory firm operating out of Evansville, IN. The firm has offices in four locations and a total of 58 people on staff. It administers $2 billion in assets under management across its 1,469 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 43 charitable organizations. Of its 1,469 client accounts, 37% belong to high-net-worth clients who have greater than $1 million in assets. The business has a number 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. Fees for financial advice usually are based on which services the firm provides the client. However, fee types charged by Donaldson Capital Management LLC likely include any combination of 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
Marvin Wright Work History
Marvin has been registered as a financial advisor for 9 years.*
Donaldson Capital Management, LLC
Kemper Cpa Group, Llp
Kemper Capital Management, LLC
Wright Consultants
Securities America, Inc
Kcpag Financial Advisors LLC
Kemper Cpa Group Llp
Kemper Capital Management LLC
*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 Marvin Wright 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
Evansville, IN
Columbus, IN
Evansville, IN
Evansville, IN
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 profile-compliance@smartasset.com.
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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.
