Donaldson Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Evansville, IN. Its latest Form ADV filing, dated April 7, 2026, reports $3.5B in regulatory assets under management, 68 employees, 3 offices, and 1,848 accounts.
Assets Under Management
$3.5B
Employees
68
Offices
3 offices
Total Clients
1,838
Primary office
EVANSVILLE, IN
20 NORTHWEST FIRST STREET, FIFTH FLOOR, EVANSVILLE, IN, United States
Top client segmentIndividuals represent 55.8% of total clients.
Top client categories% of clientsClients
1
Individuals
55.8%
1,025
2
HNWI
38.7%
711
3
Charitable
2.6%
47
4
Pension Plans
1.6%
30
5
Corporations
1.0%
18
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of April 7, 2026
Discretionary99.6%
$3.4B
100% of total RAUM99.6%
Non-discretionary0.4%
$15M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.5B
Total Accounts1,848
10Y AUM Change+$2.2B (+183.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees68
Clients per Employee27:1
10Y Employee Change+40 (+142.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.