Marvin J. Wright

DONALDSON CAPITAL MANAGEMENT LLC

Evansville, IN 47708

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CRD#: 4100305

Professional summary

Marvin James Wright, CFP® is a registered financial advisor currently at DONALDSON CAPITAL MANAGEMENT LLC located in Evansville, Indiana.

Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Marvin has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

KEMPER CPA GROUP, LLP - NON-INVESTMENT RELATED - EVANSVILLE, INDIANA - INDEPENDENT CONTRACTOR/TAX CONSULTANT - 1/2014 - 20-30 HOURS/MONTH - PROVIDE TAX & BUSINESS CONSULTING ADVICE TO THEIR CLIENTS FOR A FEE. WRIGHT CONSULTANTS, LLC - NON-INVESTMENT RELATED - EVANSVILLE, INDIANA - ACCOUNTING - OWNER (FAMILY BUSINESS) - 1983 - 1-5 HOURS/MONTH - PROVIDE ACCOUNTING SERVICES TO BUSINESSES. KEMPER CAPITAL MANAGEMENT, LLC - NON-INVESTMENT RELATED - EVANSVILLE, INDIANA - INSURANCE AGENT - 12/2007 - 1-5 HOURS/MONTH - PROVIDE LIFE & HEALTH INSURANCE TO DONALDSON CAPITAL MANAGEMENT CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marvin James Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

January 30, 2014 - Present

DONALDSON CAPITAL MANAGEMENT LLC

Office #1: 20 Northwest First Street Fifth Floor, Evansville, IN 47708

RIA

CRD#: 106131

Evansville, IN

Past

December 20, 2007 - December 31, 2013

KCPAG FINANCIAL ADVISORS LLC

RIA

CRD#: 117491

EVANSVILLE, IN

Past

December 3, 2007 - December 31, 2013

SECURITIES AMERICA, INC.

CRD#: 10205

EVANSVILLE, IN

Past

March 9, 2000 - December 7, 2007

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

EVANSVILLE, IN

Past

January 19, 2000 - December 7, 2007

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

EVANSVILLE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DONALDSON CAPITAL MANAGEMENT LLC

CRD#: 106131 / SEC#: 801-48479

RIA

Registered Investment Advisory firm - (2/10/1995 Approved)

Indiana

Registered Investment Advisory firm - (5/27/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(1/30/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/30/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/2005

General Securities Principal Examination

Current Firm

DONALDSON CAPITAL MANAGEMENT LLC

CRD#: 106131 / SEC#: 801-48479

RIA

Registered Investment Advisory firm - (2/10/1995 Approved)

Indiana

Registered Investment Advisory firm - (5/27/2003 Terminated)

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Contact information

Main Address

20 Northwest First Street Fifth Floor, Evansville, IN 47708

Mailing Address

Phone number

(812) 421-3211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DCM PART 2 WRAP BROCHURE (3/24/2025)

DONALDSON CAPITAL MANAGEMENT FIRM BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,742
AUM (Assets Under Management)	$ 3,096,851,374

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marvin J. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marvin James Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

KCPAG FINANCIAL ADVISORS LLC

SECURITIES AMERICA, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

DONALDSON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/1999

Series 7

Date: 1/18/2000

Series 24

Date: 1/6/2005

Current Firm

DONALDSON CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DONALDSON CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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