Bryce Richard Turner
Investment adviser representative at Donaldson Capital Management LLC
13 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
13 years in the industry.
- Donaldson Capital Management LLCMar 2023 to now
- Summit Financial GroupSep 2020 to Mar 2023
- Northwestern MutualSep 2019 to Sep 2020
- Reedy Financial GroupMay 2019 to Aug 2019
- University of Saint FrancisAug 2017 to May 2021
- Harrison Lake CcSep 2015 to Feb 2017
- Columbus North High SchoolMay 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7172410
- Firm CRD
- 106131