firm profile
Donaldson Capital Management LLC
Overview
Donaldson Capital Management LLC is an SEC registered investment adviser based in Evansville, IN, registered since 1995. It reports $3.5B in assets under management across 1,848 accounts, with 68 employees. It has 46 investment adviser representatives.
- Reported AUM
- $3.5B
- Discretionary
- 100%
- Accounts
- 1,848
- Average account
- $1.9M
- Employees
- 68
- Advisory reps
- 46
- Registered since
- 1995
- Jurisdictions
- 35
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 30
- Sarah S Moore President CRD 5568246
- Gregory C Donaldson Founder CRD 808195
- Joyce E Donaldson Owner CRD 4356459
27 more executive officers, with direct contact details
Advisory reps 3 of 46
- Blake T Alsman Investment Adviser Rep CRD 6283465
- Matthew R Bernhardt Investment Adviser Rep CRD 5355195
- Priscilla Colleen Birt Investment Adviser Rep CRD 6988571
43 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 20 NW 1st St Fl Fifth
Evansville, IN 47708 - County
- Vanderburgh
- Metro area
- Evansville, IN-KY
- Region
- Midwest
Registrations
- SEC registered
- Registered in 35 jurisdictions
- Website: dcmol.com
Every state, with registration dates
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