Gray Robert Long
Investment adviser representative at Donaldson Capital Management LLC
11 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
11 years in the industry.
- Donaldson Capital Management, LLCMar 2024 to now
- UnemployedDec 2023 to Mar 2024
- University of Georgia Golf CourseMay 2022 to Sep 2022
- VacayzenMay 2021 to Aug 2021
- Athens AcademyAug 2020 to Nov 2020
- University of GeorgiaAug 2019 to Dec 2023
- T & Brothers ConstructionMay 2019 to Aug 2019
- UnemployedApr 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8073040
- Firm CRD
- 106131