What services does Donaldson Capital Management offer?

Donaldson Capital Management offers comprehensive financial planning, wealth management, retirement plan services, and foundation & endowment investment services.

What is Donaldson Capital Management's approach to financial management?

Donaldson Capital Management takes a practiced, steady path to help clients achieve their financial goals, regardless of the financial climate. They believe that investing should not be an adventure, but rather a tool to help clients reach their desired financial freedom.

What sets Donaldson Capital Management apart?

Donaldson Capital Management's focus on security, income, and growth, as well as their experienced team and personalized approach, set them apart in the industry.

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Instantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Donaldson Capital Management

$2.6M revenue • 12 employees • 3460 Preston Ridge Rd #560, Alpharetta, GA, 30005, United States

Last Updated Feb 19, 2026

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Company Overview

Company Name

Donaldson Capital Management

Address

3460 Preston Ridge Rd #560, Alpharetta, GA, 30005, United States

Website

dcmol.com

Phone

(470) 567-4814

Approx. Annual Revenue

$2.6M

Employees

Established

2001

Google Reviews

5.0 (9 reviews)

Locations

About Donaldson Capital Management

Donaldson Capital Management is a wealth management firm based in Alpharetta, Georgia, with approximately 51 employees. Established in 2001, the company provides comprehensive financial planning, retirement plan services, and foundation/endowment investing services, leveraging over 100 collective years of industry experience.