DONALDSON CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1995
Total AUM
$3.5B
Discretionary
$3.4B
100% of AUM
Avg account
$1.9M
Accounts
1,848
Employees
68
Advisory reps
58

Firm details

Headquarters
EVANSVILLE, Indiana
CRD number
106131
Registered since
February 10, 1995
Website
www.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 organized as an LLC and first registered with the SEC in 1995. The firm serves both individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, and investor education through publications and seminars. Its fee arrangements include asset-based fees and fixed fees. Donaldson Capital is not positioned as an ESG-focused manager. The firm has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA Firms (2020), CNBC’s Top 100 Financial Advisory Firms (2022), and a Forbes list of Top RIA Firms (2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 12%, State & Local Bonds 4%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 3%, Private Funds 3%, US Government Bonds 1%73%
  • 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

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Contacts

3 of 54

  • Gray Long

    AssociateCRD 8073040

  • Matthew Effinger

    Associate Investment AdvisorCRD 7491717

  • SARA WILLIAMS

    Director of CommunicationsCRD 8250848

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 100

Active vs passive

$946M in ETFs

Passive

70%

$661M

Active

28%

$285M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC)State StreetPassiveCommunications$127M1,142,58313.39%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth