DONALDSON CAPITAL MANAGEMENT LLC

EVANSVILLE, Indiana·19 registered advisors·CRD# 106131
SEC# 801-484793812-421-3211
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
61
Total firm employees
Advisors
19
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: A PERCENTAGE OF FEES UNDER MANAGEMENT
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at DONALDSON CAPITAL MANAGEMENT LLC

19 registered advisors
Beth Ann Dietsch
EVANSVILLE, Indiana
Blake T Alsman
EVANSVILLE, Indiana
Brandon Richard Roop
EVANSVILLE, Indiana
Gregory C Donaldson
EVANSVILLE, Indiana
Jason M Hall
EVANSVILLE, Indiana
John Kessler Keach
EVANSVILLE, Indiana
Joseph Paul Zabratanski
EVANSVILLE, Indiana
Kimberly Sue Schultz
EVANSVILLE, Indiana
Kira Nichole Vaal
EVANSVILLE, Indiana
Laura Dean Roop
EVANSVILLE, Indiana
Marvin James Wright
EVANSVILLE, Indiana
Matthew Kyle Markle
EVANSVILLE, Indiana
Matthew Stephen Wright
EVANSVILLE, Indiana
Michael D Hull
EVANSVILLE, Indiana
Nathanial T Winklepleck
EVANSVILLE, Indiana
Randall Keith Alsman
EVANSVILLE, Indiana
Richard Wayne Roop
EVANSVILLE, Indiana
Ronald Jay Patberg
EVANSVILLE, Indiana
Sarah S Moore
EVANSVILLE, Indiana
CFP
05

Office Locations

EVANSVILLE, Indiana
19 advisors

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Data sourced from SEC Form ADV filings. DONALDSON CAPITAL MANAGEMENT LLC (CRD# 106131) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.