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 RIA formed in 1995 and organized as an LLC. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, and educational publications and seminars. Donaldson does not identify as an active ESG investor. The firm has been recognized in industry rankings: it appeared in the Financial Times Top 300 RIA Firms (2020), CNBC’s Top 100 Financial Advisory Firms (2022), and a Forbes listing of Top RIA Firms in 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
Matthew Markle
Chief Investment Officer & Investment AdvisorCRD 5798810
Joseph Zabratanski
Chief Investment OfficerCRD 4583666
Ciavon Hartman
CCO & COOCRD 6285712
Contacts
3 of 57
Derek Riddle
Investment AdvisorCRD 5850534
John Keach
Senior Investment AdvisorCRD 5346554
Suping Pan
Financial AnalystCRD 5354814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 244Active vs passive
$1.9B in ETFs
71%
$1.4B
25%
$552M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF (SOXX) | BlackRock | Passive | Technology | $195M | 304,880 | 10.23% |
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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