Wealth Manager
    SEC Registered
    Manages Private Funds

    Donaldson Capital Management LLC

    Registered investment advisor · Evansville, Indiana · CRD #106131

    Assets Under Management
    $3.5B
    Client Accounts
    1,848
    Employees
    68
    CRD Number
    106131
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Donaldson Capital Management LLC

    Donaldson Capital Management, LLC, is a top independent investment advisory firm founded in 1995, serving clients with personalized strategies and recognized by Forbes and CNBC as a leading firm. It has offices in Evansville, Columbus, and Atlanta, and employs over 50 staff.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Donaldson Capital Management LLC's AUM?

    Donaldson Capital Management LLC reports approximately $3.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Donaldson Capital Management LLC headquartered?

    Donaldson Capital Management LLC is headquartered in Evansville, Indiana.

    What is Donaldson Capital Management LLC's CRD number?

    Donaldson Capital Management LLC's CRD number is 106131. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Donaldson Capital Management LLC manage?

    Donaldson Capital Management LLC manages approximately 1,848 client accounts according to its latest SEC filing.

    Is Donaldson Capital Management LLC SEC registered?

    Yes, Donaldson Capital Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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