National Retirement Planning Experts

National Coverage
Local Professionals

DONALDSON CAPITAL MANAGEMENT LLC

20 Northwest First Street
Fifth Floor
Evansville, Indiana 47708
Tel: 812-421-3211

Need a Financial Advisor?
Compare Vetted Advisors

About DONALDSON CAPITAL MANAGEMENT LLC

DONALDSON CAPITAL MANAGEMENT LLC, formally registered with the SEC as DONALDSON CAPITAL MANAGEMENT LLC. The firm was established in 02/10/1995. They have over 5 offices throughout the country.

DONALDSON CAPITAL MANAGEMENT LLC is a Evansville, Indiana based Financial Planning firm with nearly $2,310,717,134 assets under management, offering retirement planning & investment advisory services to 1469 clients. The firm is staffed with 58 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106131
SEC#801-48479
Assets Managed by Firm$2,310,717,134
No. of Clients1469
No. of Advisors58

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other(A PERCENTAGE OF FEES UNDER MANAGEMENT)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1469$2,310,717,134
Individuals (other than high net worth individuals)846$326,133,498
High net worth individuals545$1,672,793,355
Pension and profit sharing plans22$47,059,621
Charitable organizations43$217,506,430
Corporations or other businesses13$47,224,230

More Retirement Planning firms in Evansville, Indiana:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION
1301 South Harrison Street
Fort Wayne, IN, 46802
$32,602,597,413981991690
40/86 ADVISORS, INC.
535 N. College Drive
Carmel, IN, 46032
$24,468,049,1881577
ONEAMERICA ASSET MANAGEMENT, LLC
One American Square
Indianapolis, IN, 46206
$23,853,429,6161037
SANCTUARY ADVISORS, LLC
3815 River Crossing Pkwy, Suite 200
Indianapolis, IN, 46240
$16,220,200,00038933560
OXFORD FINANCIAL GROUP, LTD
11711 North Meridian Street, Suite 600
Carmel, IN, 46032
$15,587,908,5935947159

Explore More Retirement Advisors in Evansville, Indiana