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RIA / WealthAdvisor23 years in industry

MATTHEW ALLEN DUNCAN

Advisor at DONALDSON CAPITAL MANAGEMENT LLC

ALPHARETTA, GA | EVANSVILLE, IN

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Search this name across graphsid dfx:ria:cb0ffecb-0382-349b-7831-5839b123879c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DONALDSON CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 29, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Mar 1, 2012
First registration: Oct 29, 2002
Dual registered: no
IAPD individual key: 4110496

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DONALDSON CAPITAL MANAGEMENT LLC	Independent wealth	Jun 3, 2026	n/a	yes	ALPHARETTA, GA\|EVANSVILLE, IN	Current employment
FISHER INVESTMENTS	Independent wealth	Feb 15, 2022	Apr 14, 2022	no	CUMMING, GA\|PLANO, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 5, 2012	Mar 7, 2017	no	ALPHARETTA, GA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 5, 2012	Oct 7, 2021	no	FORT WORTH, TX\|Alpharetta, GA\|JERSEY CITY, NJ\|JERSEY CITY, NJ\|DENVER, CO\|Cumming, GA\|OMAHA, NE\|CUMMING, GA	Previous registration
E*TRADE ADVISORY SERVICES, INC.	n/a	Oct 29, 2002	Sep 22, 2003	no	RANCHO CORDOVA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FISHER INVESTMENTS	DONALDSON CAPITAL MANAGEMENT LLC	Apr 14, 2022	Jun 3, 2026	1,511	Firm change after gap	RIA to RIA
TD AMERITRADE, INC.	FISHER INVESTMENTS	Oct 7, 2021	Feb 15, 2022	131	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Mar 7, 2017	Mar 5, 2012	-1,828	Channel change	Other
E*TRADE ADVISORY SERVICES, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Sep 22, 2003	Mar 5, 2012	3,087	Firm change after gap	Other

Relationships

Registered with (5)

→ DONALDSON CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 3, 2026 to presentfactForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Feb 15, 2022 to Apr 14, 2022factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 5, 2012 to Oct 7, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 5, 2012 to Mar 7, 2017factForm ADV
→ E*TRADE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 29, 2002 to Sep 22, 2003factForm ADV

Dated events

Occurred
Apr 14, 2022
Advisor changed firm
Matthew Allen Duncan left Fisher Investments for Donaldson Capital Management Llc (registered 2026-06-03)
Form ADVobserved 6 days ago