Isaiah Quinn Dunham
Investment adviser representative at Donaldson Capital Management LLC
12 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
12 years in the industry.
- Donaldson Capital Management LLCMay 2025 to now
- Parlor DoughnutsOct 2020 to now
- Gibbs Die CastingApr 2024 to May 2025
- Mark's FireworksMar 2020 to Jul 2020
- Northwestern MutualMay 2019 to Sep 2019
- StudentAug 2014 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7118821
- Firm CRD
- 106131