Donaldson Capital Management LLC

RIASEC RegisteredEst. 1995

Total AUM

$3.5B

Discretionary

$3.4B

100% of AUM

Avg account

$1.9M

Accounts

1,848

Employees

Advisory reps

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

FINTRX

Overview

Donaldson Capital Management LLC is an independent, SEC-registered registered investment adviser formed as a limited liability company and operating since the mid-1990s. The firm serves both individual and family clients as well as institutional investors, charging a mix of percentage-of-AUM and fixed fees. Its advisory activities span comprehensive financial planning, discretionary portfolio management for individuals and small businesses, management of pooled vehicles, consulting for business and institutional portfolios, pension consulting support, and client education through newsletters and seminars. FINTRX flags the firm as a non-ESG investor. The firm has appeared on industry lists, including Financial Times’ Top 300 RIA Firms (2020), CNBC’s Top 100 Financial Advisory Firms (2022), and Forbes’ Top RIA Firms (2024).