Zachary S. Chavira

DONALDSON CAPITAL MANAGEMENT LLC

Evansville, IN 47708

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CRD#: 6486241

Professional summary

Zachary Stephan Chavira, AIF®, who also goes by Zachary Chavira, is a registered financial advisor currently at DONALDSON CAPITAL MANAGEMENT LLC located in Evansville, Indiana.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Zachary has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Chavira

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 Zachary Stephan Chavira'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 17, 2017 - Present

DONALDSON CAPITAL MANAGEMENT LLC

Office #1: 20 Nw 1st St #500, Evansville, IN 47708

RIA

CRD#: 106131

Evansville, IN

Past

January 15, 2016 - August 28, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HENDERSON, KY

Past

October 8, 2015 - August 28, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HENDERSON, KY

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
(10/17/2017)

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

Series 63

Date: 1/14/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/8/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2015

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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Advisor Monitoring

Firm Stability Insights

Zachary S. Chavira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Stephan Chavira's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

DONALDSON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/14/2016

Series 65

Date: 1/8/2016

SIE

Date: 8/28/2017

Series 7

Date: 10/8/2015

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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