Stephen
Obenchain

Donaldson Capital Management LLC

CRD#5614084
Investment Advisor
in Evansville, IN

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About this Advisor

Stephen Obenchain is a financial advisor based in Evansville, Indiana with a total of 9 years of industry experience. Obenchain is an employee of Donaldson Capital Management LLC. Obenchain has gained experience at Investors Capital Corporation and Donaldson Capital Management, LLC. Obenchain has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Donaldson Capital Management LLC is a registered investment business that has its headquarters in Evansville, IN. The firm has offices in four locations and a total of 58 financial advisors. It controls $2 billion in assets among its 1,469 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 43 charities and foundations. Of its 1,469 customer accounts, 37% are held by high-net-worth investors who have more than $1 million in investable assets. Donaldson Capital Management LLC offers a wide range 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. A financial advisor's fee schedules typically vary depending on the type of services provided. However, fee types billed by Donaldson Capital Management LLC most likely are comprised of any combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

20 Northwest First Street Fifth Floor
Evansville, IN 47708

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Donaldson Capital Management LLC Brokerage Details

Total Assets Under Management

$2,310,717,134

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

58

IN Average: 46
Total Number of Accounts

1,469

IN Average: 1,775
Average Account Size

$1,572,986

IN 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

Stephen Obenchain Work History

Stephen has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Donaldson Capital Management, LLC

2008 - 2013 (5 years)

Investors Capital Corporation

*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 Stephen Obenchain 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
Blake Alsman
Evansville, IN
Sarah Moore
Evansville, IN
Matthew Bernhardt
Evansville, IN
Kira Vaal
Evansville, IN
Jordan Whitledge
Evansville, IN
Braden Herendeen
Evansville, IN
John Keach
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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