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DONALDSON CAPITAL MANAGEMENT LLC
EVANSVILLE, IN
812-421-3211
SEC #801-48479Total AUM
$3.5B
Employees
68Clients
1,838Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 NORTHWEST FIRST STREET
FIFTH FLOOR
EVANSVILLE
IN 47708
United States
FIFTH FLOOR
EVANSVILLE
IN 47708
United States
Operating Hours
8 A.M.TO 5 P.M. CST
Monday - Friday
Monday - Friday
Phone
812-421-3211
Other Offices
3
Financials
Total AUM
$3.5B
Accounts
1,848Discretionary
$3.4B
Accounts
1,838Non-Discretionary
$14.7M
Accounts
10
Clients
Individual Clients
1,025AUM
$414.7M
HNW Individual Clients
711AUM
$2.5B
Banking Clients
4AUM
$78.3M
Pension/Profit Sharing Plan Clients
30AUM
$124M
Charitable Organization Clients
47AUM
$271.6M
Government Entity Clients
1AUM
$614.8K
Insurance Company Clients
2AUM
$24.1M
Corporation or Business Clients
18AUM
$42.2M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
PORTFOLIO AND INVESTMENT CONSULTATION SERVICES.
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOFLGAIAILINKSKYLAMDMIMNMONCNENHNJNYOHORPASCTNTXVAWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.