Donaldson Capital Management LLC
Evansville, IN·SEC-registered · CRD #106131
Donaldson Capital Management LLC is an SEC-registered investment advisory firm in Evansville, IN managing $3.5B across 1.9k client accounts, with 36 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.5B
Client accounts
1.9k
Advisory staff
36
Fee model
Fee-based
How Donaldson Capital Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Donaldson Capital Management LLC
How much does Donaldson Capital Management LLC manage?
Per its most recent SEC Form ADV filing (04/07/2026), Donaldson Capital Management LLC reports $3.5B in regulatory assets under management across roughly 1.9k client accounts.
How does Donaldson Capital Management LLC charge?
Donaldson Capital Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Donaldson Capital Management LLC a fiduciary?
Yes. Donaldson Capital Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #106131), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Donaldson Capital Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Donaldson Capital Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Evansville, IN
Profile compiled from Donaldson Capital Management LLC's public SEC Form ADV filing (CRD #106131, filed 04/07/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Donaldson Capital Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Donaldson Capital Management LLC? Claim this profile.