James Thompson Roberts
Investment adviser representative at Donaldson Capital Management LLC
10 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
10 years in the industry.
- Donaldson Capital Management LLCMar 2025 to now
- UnemployedNov 2024 to Mar 2025
- Nordicom TechnologiesMay 2022 to Nov 2024
- Metronet Inc.Aug 2019 to May 2022
- Pittsburgh Glass WorksAug 2017 to Aug 2019
- UnemployedMar 2017 to Aug 2017
- Total Quality LogisticsApr 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8211956
- Firm CRD
- 106131