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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-1995
- Office Locations
- 11
Office Locations
About Donaldson Capital Management LLC
Donaldson Capital Management LLC is a Evansville-based RIA with 11 offices. The firm has been operating for 31 years. Managing $3.5B in total assets under management, with 36 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between April 28, 2025 and August 10, 2026, reported AUM increased 11.9%, from $3.1B to $3.5B.
Across 5 reported observations, AUM increased 32.4% between December 20, 2022 and August 10, 2026, from $2.6B to $3.5B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 36 advisory representatives and 1,845 clients, or 51.3 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 11 reported office locations and 31 years in operation. The source data was last updated on August 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
MICHAEL D HULL
Chairman, Executive Chairman
- CRD
- #2863712
- Ownership
- 25% but less than 50%
GREGORY C DONALDSON
FOUNDER
- CRD
- #808195
- Ownership
- 5% but less than 10%
Showing 2 of 30 owners & executives
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MATTHEW R BERNHARDT
Senior Trading Specialist
- CRD
- #5355195
Priscilla Colleen Birt
Financial Planner
- CRD
- #6988571
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,449,219,406 | $1,876,616 |
| Non-Discretionary | $14,738,493 | $1,473,849 |
| Total | $3,463,957,899 | $1,874,436 |
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Separately Managed Accounts
SMA allocation detail is available
Donaldson Capital Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Donaldson Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.