Donaldson Capital Management LLC
Firm details
- Headquarters
- Evansville, Indiana
- CRD number
- 106131
- Registered since
- February 10, 1995
- Website
- 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
FINTRXOverview
Donaldson Capital Management LLC is an independent registered investment adviser that has been operating since 1995. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management across individual, pooled vehicle, business and institutional mandates. Its service set also includes pension consulting, periodic publications and educational seminars. Fee arrangements combine percentage-of-assets and fixed-fee engagements. The adviser does not position itself as an ESG investor and is not identified as a multi-state adviser in the source data. The firm has received industry recognition, appearing on Financial Times’ Top 300 RIA list (2020), CNBC’s Top 100 Financial Advisory Firms (2022) and Forbes’ Top RIA Firms list (2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Contacts
3 of 54
Gray Long
AssociateCRD 8073040
Matthew Effinger
Associate Investment AdvisorCRD 7491717
Sara Williams
Director of CommunicationsCRD 8250848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$946M in ETFs
70%
$661M
28%
$285M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC) | State Street | Passive | Communications | $127M | 1,142,583 | 13.39% |
Location
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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