Priscilla C. Birt

DONALDSON CAPITAL MANAGEMENT LLC

Knoxville, TN

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CRD#: 6988571

Professional summary

Priscilla Colleen Birt, CFP®, who also goes by Priscilla Colleen Brannon, Priscilla Brannon, is a registered financial advisor currently at DONALDSON CAPITAL MANAGEMENT LLC located in Knoxville, Tennessee.

Priscilla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Priscilla has worked at 3 firms .

Biography

Priscilla graduated with a Bachelor’s degree in Finance from the Lubbock Christian University. She also holds a Master of Science degree in Personal Financial Planning from Texas Tech University.

As a travel and outdoors enthusiast, Priscilla has come to enjoy having the Smoky Mountains so nearby – particularly the green in our landscape.

Question & Answer

What are your service offerings?

Priscilla helps manage our val...

comprehensive financial soluti...

and the steps clients can take...

will set them up for healthier...

where she worked as an Associa...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Priscilla Colleen Brannon | Priscilla Brannon

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 Priscilla Colleen Birt'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: 2018

Experience

Current

September 7, 2023 - Present

DONALDSON CAPITAL MANAGEMENT LLC

RIA

CRD#: 106131

Knoxville, TN

Past

June 11, 2020 - August 29, 2023

THE MATHER GROUP, LLC

RIA

CRD#: 156005

Knoxville, TN

Past

August 7, 2018 - June 26, 2020

RESOURCE ADVISORY SERVICES, INC.

RIA

CRD#: 110671

KNOXVILLE, TN

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

Tennessee
(10/24/2023)

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

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.

Contact information

(xxx) xxx-xxxx

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Priscilla C. Birt

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Priscilla Colleen Birt's CRS (Customer Relationship Summary).

Certified licenses

Experience

DONALDSON CAPITAL MANAGEMENT LLC

THE MATHER GROUP, LLC

RESOURCE ADVISORY SERVICES, INC.

Primary Firm SEC Registration

DONALDSON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

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

Contact information

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