← Directory
DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131File 801-48479
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.DCMOL.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 65 | 68 | increased by3 |
| Apr 1, 2026 | Clients | 1,742 | 1,838 | increased by96 |
| Apr 1, 2026 | AUM | $3,096,851,374 | $3,463,957,899 | increased by$367,106,525 |
| Apr 1, 2026 | Accounts | 1,742 | 1,848 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 65 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,409 | 1,742 | increased by333 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,616,028,278 | $3,096,851,374 | increased by$480,823,096 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,538 | 1,742 | decreased by1,796 |
| Apr 1, 2022 | Employees | 38 | 48 | increased by10 |
| Apr 1, 2022 | Clients | 1,712 | 1,409 | decreased by303 |
| Apr 1, 2022 | AUM | $2,141,705,242 | $2,616,028,278 | increased by$474,323,036 |
| Apr 1, 2022 | Accounts | 3,463 | 3,538 | increased by75 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DONALDSON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DONALDSON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.