Kevin
Coombs
Donaldson Capital Management LLC
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About this Advisor
Kevin Coombs is a certified financial planner working out of St. Louis, Missouri with 2 years of industry experience. Coombs currently works for Donaldson Capital Management LLC. During their career, the advisor has held roles at Raymond James & Associates, Inc, Mary Institute & St. Louis Country Day School, Donaldson Capital Management and Stifel Nicolaus & Co Inc. Coombs has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Donaldson Capital Management LLC is a firm based out of Evansville, IN. The company has offices in four locations and a total of 58 advisors. It has $2 billion in assets under management between its 1,469 accounts, making it one of the biggest 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 accounts, 37% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Donaldson Capital Management LLC provides a wide assortment 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 vary depending on the type of financial services provided. Fees billed by Donaldson Capital Management LLC likely consist 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
Kevin Coombs Work History
Kevin has been registered as a financial advisor for 2 years.*
Donaldson Capital Management
Stifel Nicolaus & Co Inc
Mary Institute & St. Louis Country Day School
Raymond James & Associates, Inc
*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 Kevin Coombs 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.
