DONALDSON CAPITAL MANAGEMENT LLC

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

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 4 offices throughout the country.

DONALDSON CAPITAL MANAGEMENT LLC is a Evansville, Indiana based Financial Planning firm with nearly $2,677,442,196 assets under management, offering retirement planning & investment advisory services to 1716 clients. The firm is staffed with 61 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106131
SEC#	801-48479
Assets Managed by Firm	$2,677,442,196
No. of Clients	1716
No. of Advisors	61

Fee Structure

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

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (PORTFOLIO AND INVESTMENT CONSULTATION SERVICES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	1716	$2,677,442,196
Individuals (other than high net worth individuals)	1014	$358,594,293
High net worth individuals	604	$1,924,935,277
Pension and profit sharing plans	28	$96,802,670
Charitable organizations	45	$224,644,196
Corporations or other businesses	20	$24,354,368

More Retirement Planning firms in Evansville, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

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