Kevin D. Coombs

DONALDSON CAPITAL MANAGEMENT LLC

Mount Pleasant, SC

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CRD#: 4815657

Professional summary

Kevin Douglas Coombs, CFP® is a registered financial advisor currently at DONALDSON CAPITAL MANAGEMENT LLC located in Mount Pleasant, South Carolina.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kevin has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Douglas Coombs'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

Experience

Current

August 16, 2024 - Present

DONALDSON CAPITAL MANAGEMENT LLC

RIA

CRD#: 106131

Mount Pleasant, SC

Past

September 2, 2021 - August 15, 2024

DONALDSON CAPITAL MANAGEMENT LLC

RIA

CRD#: 106131

St. Louis, MO

Past

July 14, 2017 - August 27, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

ST LOUIS, MO

Past

July 14, 2017 - August 27, 2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

October 8, 2009 - September 28, 2016

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST LOUIS, MO

Past

September 24, 2009 - September 28, 2016

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST LOUIS, MO

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

South Carolina
(8/16/2024)

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: 10/7/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2009

General Securities Representative 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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Kevin D. Coombs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Douglas Coombs's CRS (Customer Relationship Summary).

Certified licenses

Experience

DONALDSON CAPITAL MANAGEMENT LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

DONALDSON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2009

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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