Donaldson Capital Management LLC
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
FINTRXOverview
Donaldson Capital Management LLC is an independent, SEC-registered RIA formed in 1995 and organized as an LLC. The firm serves both individual/family and institutional clients, charging either a percentage-of-AUM fee or fixed fees. Its advisory services include financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting-related work, and client education through publications and workshops. The firm does not market itself as an active ESG investor and does not act as a capital allocator. Donaldson Capital has appeared on several industry lists, including Financial Times’ Top 300 RIAs (2020), CNBC’s Top 100 Financial Advisory Firms (2022), and a Forbes Top RIA Firms listing in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds12%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 4
Ciavon Hartman
CCO & COOCRD 6285712
Joseph Zabratanski
Chief Investment OfficerCRD 4583666
Matthew Markle
Chief Investment Officer & Investment AdvisorCRD 5798810
Contacts
3 of 57
Gray Long
AssociateCRD 8073040
Matthew Effinger
Associate Investment AdvisorCRD 7491717
Sara Williams
Director of CommunicationsCRD 8250848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$946M in ETFs
70%
$661M
28%
$285M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC) | State Street | Passive | Communications | $127M | 1,142,583 | 13.39% |
Location
Evansville, IN
Vanderburgh
Location
Evansville, IN
Headquartered in Evansville, IN, in the Midwest of the United States.
- Region
- Midwest
- County
- Vanderburgh
- Address
- 20 Nw 1st St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Pettinga Financial Advisors, LLC
RIAEvansville, IN
Freeman, Will & Niemeier, Inc.
RIAEvansville, IN
Aydt Investment Management, Inc.
RIAEvansville, IN
Gates Investment Advisors, LLC
RIAEvansville, IN
Ollie Grant Private Wealth
RIAEvansville, IN
Praxis Investment Management, Inc.
RIAGoshen, IN