Donaldson Capital Management LLC
● SEC registered since 1995CRD 106131SEC# 801-48479Evansville, IN
Reg. AUM
$3.46B
Employees
68
Accounts
1,848
Location
Evansville, IN
Donaldson Capital Management LLC assets under management
Donaldson Capital Management LLC is a registered investment adviser overseen by the SEC based in Evansville, IN. The firm has been registered since 1995. It reports $3.5 billion in regulatory assets under management and employs 68 people.
Donaldson Capital Management LLC owners & executives
30 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beth Ann Dietsch | Lead Investment Advisor | Under 5% | 2021 |
| Blake T Alsman | Senior Investment Advisor | Under 5% | 2021 |
| Brandon Richard Roop Control | Vice President & Senior Investment Advisor | Under 5% | 2010 |
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Join to unlock · $37/moFrequently asked questions
How much does Donaldson Capital Management LLC manage?
Donaldson Capital Management LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Donaldson Capital Management LLC have?
Donaldson Capital Management LLC reports 68 employees.
Where is Donaldson Capital Management LLC located?
Donaldson Capital Management LLC is based in Evansville, IN and has been SEC-registered since 1995.
Does Donaldson Capital Management LLC disclose fund performance?
Donaldson Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Northwest First Street, Fifth Floor, Evansville, IN 47708 |
| Phone | 812-421-3211 |
| Fax | 812-421-3214 |
| Office hours | 8 a.m.To 5 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.46B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$3.46Bregulatory AUM
Discretionary $3.45BNon-discretionary $14.7M