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DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131File 801-48479
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.46B
Top 25% of cohort (national)
Discretionary AUM
$3.45B
Non-discretionary $14.7M
Clients
1,838
1,848 accounts
Employees
68
Top 10% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 1995
- Principal office
- 20 NORTHWEST FIRST STREET, FIFTH FLOOR, EVANSVILLE, IN, 47708
- Phone
- 812-421-3211
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.46B
- Discretionary AUM
- $3.45B
- Non-discretionary AUM
- $14.7M
- Discretionary accounts
- 1,838
- Non-discretionary accounts
- 10
- Total accounts
- 1,848
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $42.2M |
| Insurance companies | Fewer than 5 | $24.1M |
| Charitable organizations | 47 | $271.6M |
| High net worth individuals | 711 | $2.51B |
| Banking or thrift institutions | Fewer than 5 | $78.3M |
| Pension and profit sharing plans | 30 | $124.0M |
| State or municipal government entities | Fewer than 5 | $615K |
| Individuals (other than high net worth individuals) | 1,025 | $414.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.