|
⚲
|
| Keyboard |
| Donaldson Capital Management LLC
✚
|
|
|---|---|
| CRD # | 106131 |
| SEC # | 801-48479 |
| CIK # | 0001487438 |
| AUM | 3,464.0 M (2026-04-07) |
| Employees | 68 (53% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 812-421-3211 |
| Address | 20 Northwest First Street Evansville, IN 47708 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001487438 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Karman Holdings Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Apple Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Merck & Co Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Morgan Stanley | 0.1 | ||
| United Technologies Corp /DE/ | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| Fastenal Co | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Watsco Inc | 0.1 | ||
| Paccar Inc | 0.1 | ||
| General Dynamics Corp | 0.1 | ||
| Paychex Inc | 0.1 | ||
| Wisconsin Energy Corp | 0.1 | ||
| Amerisourcebergen Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| XCEL Energy Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Price T Rowe Group Inc | 0.0 | ||
| Cintas Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,025 | 0.4 |
| (b) Individuals (high net worth individuals) | 711 | 2.5 |
| (c) Banking or thrift institutions | 4 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 0.1 |
| (h) Charitable organizations | 47 | 0.3 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,848 | 3.5 |
| By Discretionary | ||
| Discretionary | 1,838 | 3.4 |
| Non-Discretionary | 10 | 0.0 |
| Total | 1,848 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 1,848 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001487438] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 7 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thurston Springer Advisors LLC
✚
|
IN | 3,675.3 M |
|
Retirement Plan Advisors LLC
✚
|
IL | 3,540.2 M |
|
Oneascent Financial Services LLC
✚
|
AL | 3,538.0 M |
|
Sage Rutty & Co Inc
✚
|
NY | 3,457.8 M |
|
Arvest Investments Inc
✚
|
AR | 3,439.7 M |
|
Flagship Harbor Advisors LLC
✚
|
MA | 3,419.4 M |
|
Westfuller Advisors LLC
✚
|
NY | 3,370.6 M |
|
XML Financial LLC
✚
|
MD | 3,298.1 M |
|
BLB & B Advisors LLC
✚
|
PA | 3,255.4 M |
|
Monograph Wealth Advisors LLC
✚
|
CA | 3,247.9 M |