Donaldson Capital Management LLC

RIASEC Registered

Total AUM

$3.5B

Discretionary

$3.4B

100% of AUM

Avg account

$1.9M

Accounts

1,848

Employees

Advisory reps

Firm details

Headquarters: Evansville, Indiana
CRD number: 106131
Registered since: February 10, 1995
Website: dcmol.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.42%
Individuals11.97%
Charitable Organizations7.84%
Pension & Profit Sharing Plans3.58%
Banking / Thrift Institutions2.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Donaldson Capital Management LLC is an independent registered investment adviser (SEC registered in 1995) that provides wealth management and investment advisory services to both individuals/families and institutional clients. The firm offers a mix of portfolio management and financial planning, including management for pooled investment vehicles and advisory work for businesses and small institutions. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm publishes periodicals, runs educational seminars, and reports pension consulting among its service offerings. It does not identify as an active ESG investor. Donaldson Capital has received industry recognition, including placement on the Financial Times Top 300 RIAs (2020), CNBC’s Top 100 Financial Advisory Firms (2022), and Forbes’ Top RIA Firms (2024).