DCM Named on 2022 CNBC Financial Advisor 100 List


Donaldson Capital Management has been named to the 2022 CNBC Financial Advisor 100 list. 

According to CNBC's recent article, “The CNBC FA 100 recognizes those advisory firms that best help people navigate their financial lives.” They go on to say, “We consider the services firms offer and their specialties, among other factors. And for the first time this year, we factored in the number of certified financial planners a firm employs, recognizing the expertise that designation lends to planning offerings.”

Donaldson was named by CNBC from more than 39,800 registered investment advisory firms using a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on CNBC.com/FA100.

“Each of us at DCM share a passion for serving clients,” says Sarah Moore, President, “we are honored to be recognized on the 2022 CNBC Financial Advisor 100 list because it emphasizes the importance of our client's success, not DCMs.”

CNBC included Donaldson Capital Management on the 2022 CNBC Financial Advisor 100 list on October 4, 2022. No compensation was provided to CNBC to obtain inclusion on the list, but there is a licensing fee to utilize the CNBC 2022 FA 100 logo in marketing materials.  

This report was prepared by Donaldson Capital Management, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information in these materials are from sources Donaldson Capital Management, LLC deems reliable, however we do not attest to their accuracy.

An index is a portfolio of specific securities, the performance of which is often used as a benchmark in judging the relative performance to certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown. Past performance is not a guarantee of future results. The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation by Donaldson Capital Management, LLC.

S&P 500: Standard & Poor’s (S&P) 500 Index. The S&P 500 Index is an unmanaged, capitalization-weighted index designed to measure the performance of the broad U.S. economy through changes in the aggregate market value of 500 stocks representing all major industries.