Matthew Allen Duncan
Investment adviser representative at Donaldson Capital Management LLC
18 yearsExperience
1 stateRegistered in
$3.5BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Donaldson Capital Management LLCApr 2026 to now
- FisMay 2022 to Mar 2026
- Fisher InvestmentsFeb 2022 to Apr 2022
- UnemployedOct 2021 to Feb 2022
- TD Ameritrade IncMar 2008 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Donaldson Capital Management LLC
$3.5BAssets managed
1,838Clients
46Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4110496
- Firm CRD
- 106131