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Donaldson Capital Management

About Donaldson Capital Management

Donaldson Capital Management (DCM) is a registered investment advisory firm founded in 1995 by Greg Donaldson. The firm operates as a fiduciary, focusing on long-term wealth management, retirement planning, and institutional investing. As of 2024, DCM manages over $3.2 billion in assets and has been recognized by Forbes as one of America’s Top 250 RIA firms.

Min project size

50,000+

Hourly rate

50 / hr

Employees

63

Locations

United States

Year founded

Founded 1995

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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