Firm profile

Donaldson Capital Management LLC

EVANSVILLE, INCRD 106131Registration Status: ApprovedEffective since February 10, 1995SEC # 801-48479Latest ADV August 10, 2026

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 August 10, 2026, reports $3.5B in regulatory assets under management, 68 employees, 4 offices, and 1,848 accounts.

Assets Under Management

$3.5B

Employees

Offices

4 offices

Total Clients

1,838

Associated firm names

1 name listed

DONALDSON CAPITAL MANAGEMENT LLC

Leadership

5 roles identified

CCOMatthew S. Wright

CFOMatthew S. Wright

COOCiavon R. Hartman

Advisory services offered

8 types reported

Educational seminars/workshops

Financial Planning Services

Other advisory services

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

EVANSVILLE, Indiana, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Indiana

EVANSVILLEPrimary office · COLUMBUS

Georgia

ALPHARETTA

3 office records listed · 4 total offices reported. 1 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone812-421-3211 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.5Bas of August 10, 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.

Client Coverage Demographics

Top client segmentIndividuals represent 55.8% of total clients.

Top client categories% of clientsClients

Individuals

55.8%

1,025

HNWI

38.7%

711

Charitable

2.6%

Pension Plans

1.6%

Corporations

1.0%

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

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.5B

Total Accounts1,848

10Y AUM Change+$2.2B (+183.9%)

Loading private fund disclosures…

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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

MICHAEL D HULLDirect owner · Schedule AInterest in DONALDSON CAPITAL MANAGEMENT LLC

25% to < 50%

THE DONALDSON FAMILY, LLCDirect owner · Schedule AInterest in DONALDSON CAPITAL MANAGEMENT LLC

10% to < 25%

GREGORY C DONALDSONDirect owner · Schedule AInterest in DONALDSON CAPITAL MANAGEMENT LLC

5% to < 10%

JOSEPH PAUL ZABRATANSKIDirect owner · Schedule AInterest in DONALDSON CAPITAL MANAGEMENT LLC

5% to < 10%

JOYCE E DONALDSONDirect owner · Schedule AInterest in DONALDSON CAPITAL MANAGEMENT LLC

< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Donaldson Capital Management LLC.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-08-10 · Schedules A and B

31 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	GREGORY C DONALDSONFOUNDERIndividual	DONALDSON CAPITAL MANAGEMENT LLC	5% to less than 10%Code A	Yes	FOUNDER11/1994	Schedule APDF page 22
2	MICHAEL D HULLEXECUTIVE CHAIRMANIndividual	DONALDSON CAPITAL MANAGEMENT LLC	25% to less than 50%Code C	Yes	EXECUTIVE CHAIRMAN01/2000	Schedule APDF page 22
3	RICHARD WAYNE ROOPSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	SENIOR INVESTMENT ADVISOR08/2002	Schedule APDF page 22
4	RANDALL KEITH ALSMANSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	SENIOR INVESTMENT ADVISOR08/2007	Schedule APDF page 22
5	JOSEPH PAUL ZABRATANSKICHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	5% to less than 10%Code A	Yes	CHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISOR11/2011	Schedule APDF page 22
6	CIAVON RENEE HARTMANCOOIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	COO01/2014	Schedule APDF page 22
7	MARVIN JAMES WRIGHTSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	SENIOR INVESTMENT ADVISOR01/2014	Schedule APDF page 22
8	BRANDON RICHARD ROOPVICE PRESIDENT & SENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	VICE PRESIDENT & SENIOR INVESTMENT ADVISOR10/2010	Schedule APDF page 22
9	MATTHEW KYLE MARKLECHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	CHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISOR12/2008	Schedule APDF page 22
10	STEVEN HENRY NICHOLSDIRECTORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	DIRECTOR01/2015	Schedule APDF page 22
11	RONALD JAY PATBERGSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	SENIOR INVESTMENT ADVISOR10/2016	Schedule APDF page 22
12	THE DONALDSON FAMILY, LLCOWNERDomestic entity	DONALDSON CAPITAL MANAGEMENT LLC	10% to less than 25%Code B	No	OWNER10/2016	Schedule APDF page 22
13	BLAKE T ALSMANSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	SENIOR INVESTMENT ADVISOR01/2021	Schedule APDF page 22
14	BETH ANN DIETSCHLEAD INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	LEAD INVESTMENT ADVISOR01/2021	Schedule APDF page 22
15	SARAH S MOOREPRESIDENTIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	PRESIDENT09/2022	Schedule APDF page 22
16	MATTHEW STEPHEN WRIGHTCFO/CCOIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	CFO/CCO09/2022	Schedule APDF page 22
17	Sharon WalkerDIRECTORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	DIRECTOR09/2021	Schedule APDF page 22
18	NATHANIAL T WINKLEPLECKPORTFOLIO MANAGER & ANALYSTIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	PORTFOLIO MANAGER & ANALYST01/2023	Schedule APDF page 22
19	PRESTON R MAYASSISTANT PORTFOLIO MANAGER & ANALYSTIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	ASSISTANT PORTFOLIO MANAGER & ANALYST01/2023	Schedule APDF page 22
20	JESSICA N KLOSTERMANNDIRECTOR OF CLIENT SERVICESIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	DIRECTOR OF CLIENT SERVICES01/2023	Schedule APDF page 22
21	JOHN KESSLER KEACHSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	SENIOR INVESTMENT ADVISOR01/2023	Schedule APDF page 22
22	JASON M HALLSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	SENIOR INVESTMENT ADVISOR01/2023	Schedule APDF page 22
23	JENNIFER DECKERDIRECTOR OF HRIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	DIRECTOR OF HR01/2023	Schedule APDF page 22
24	Kira Nichole VaalLEAD INVESTMENT ADVISERIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	Yes	LEAD INVESTMENT ADVISER01/2024	Schedule APDF page 22
25	JOYCE E DONALDSONOWNERIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	OWNER01/2025	Schedule APDF page 22
26	DREW RUNIONDIRECTORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	DIRECTOR01/2025	Schedule APDF page 22
27	KATHERINE MARIE DOERKSENDIRECTORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	DIRECTOR01/2025	Schedule APDF page 22
28	CHAD DANIEL LANGEDIRECTOR OF WEALTH SOLUTIONSIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	DIRECTOR OF WEALTH SOLUTIONS01/2026	Schedule APDF page 22
29	SARA WILLIAMSDIRECTOR OF COMMUNICATIONSIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	DIRECTOR OF COMMUNICATIONS01/2026	Schedule APDF page 22
30	Collin Avery BrinkerSENIOR FINANCIAL PLANNERIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	SENIOR FINANCIAL PLANNER01/2026	Schedule APDF page 22
31	JODY ALLEN LITTRELLSENIOR INVESTMENT ADVISORIndividual	DONALDSON CAPITAL MANAGEMENT LLC	Less than 5%Code NA	No	SENIOR INVESTMENT ADVISOR07/2026	Schedule APDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 8/10/2026 9:37:59 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.