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DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131 · SEC 801-48479
20 NORTHWEST FIRST STREET, FIFTH FLOOR, EVANSVILLE, IN, 47708, United States
Phone
812-421-3211
Fax
812-421-3214
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.46B
Discretionary AUM
$3.45B
Team
68 total employees; 36 advisory reps; 7 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminarsPORTFOLIO AND INVESTMENT CONSULTATION SERVICES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1025 | $414.7M |
| High net worth individuals | 711 | $2.51B |
| Banking/thrift institutions | 4 | $78.3M |
| Pension/profit sharing plans | 30 | $124.0M |
| Charitable organizations | 47 | $271.6M |
| State/municipal entities | 1 | $615K |
| Insurance companies | 2 | $24.1M |
| Corporations/business entities | 18 | $42.2M |
States served
AL, AK, AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MD, MI, MN, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD