Data / Investment advisers / Indiana / Donaldson Capital Management LLC
Donaldson Capital Management LLC, Evansville, IN: $3.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Donaldson Capital Management LLC is an SEC registered investment adviser with its main office in Evansville, Indiana and reports $3.5 billion in regulatory assets under management in its Form ADV filed August 10, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Donaldson Capital Management LLC (CRD number 106131): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106131
- SEC file number
- 801-48479
- SEC status
- Approved, effective February 10, 1995
- Main office
- 20 Northwest First Street Fifth Floor, Evansville, IN 47708
- Phone
- (812) 421-3211
- Regulatory AUM
- $3,463,957,899 in the Form ADV filed August 10, 2026
- Discretionary AUM
- $3,449,219,406
- Non discretionary AUM
- $14,738,493
- Accounts
- 1,848
- Employees
- 68, of which 36 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 711 | $2.51 billion |
| Individuals (other than high net worth individuals) | 1,025 | $414.7 million |
| Charitable organizations | 47 | $271.6 million |
| Pension and profit sharing plans | 30 | $124 million |
| Banking or thrift institutions | 4 | $78.3 million |
| Corporations or other businesses | 18 | $42.2 million |
| Insurance companies | 2 | $24.1 million |
| State or municipal government entities | 1 | $614,766 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.46 billion | March 23, 2026 |
| December 1, 2025 | $3.10 billion | April 28, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| MJ Retirement | Carmel | $5.49 billion | Not listed | adviserinfo.sec.gov |
| Goelzer Investment Management | Carmel | $4.51 billion | Not listed | adviserinfo.sec.gov |
| CX Institutional, LLC | Auburn | $4.46 billion | Not listed | adviserinfo.sec.gov |
| Baxter Capital Management Inc | Indianapolis | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Winthrop Capital Management | Carmel | $3.97 billion | 1 | adviserinfo.sec.gov |
| Praxis Investment Management, Inc. | Goshen | $3.30 billion | Not listed | adviserinfo.sec.gov |
| Creative Financial Designs, Inc. | Kokomo | $2.94 billion | Not listed | adviserinfo.sec.gov |
| Bedel Financial Consulting Inc | Indianapolis | $2.92 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Donaldson Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.