$3.5B Total AUM
$3.4B Disc. AUM
9.0% 3Y CAGR
68 Employees
1,845 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 02-10-1995
- Office Locations
- 9
Office Locations
20 NW 1ST ST #500 Evansville IN
3460 Preston Ridge RD #560 Alpharetta GA
400 Embassy ROW NE STE 108 Atlanta GA
About Donaldson Capital Management LLC
Donaldson Capital Management LLC is a Evansville-based RIA with 9 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. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
41 AVG AGE
$96.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
6.5 yrs AVG TENURE
68 Employees
36 Advisory Reps
44 RIA Reps
31yrs Firm Age
Insights
Upgrade to reveal position-level detail across signal beacon.
Unlock to compare peer behavior around signal signal.
Full visibility includes strategy notes for ridge eagle legacy.
Unlock to see real insight on signal focus.
Upgrade to reveal position-level detail across pioneer insight.
Unlock to compare peer behavior around legacy pathway.
See the complete signal summary connected to bridge radial.
Request access to benchmark trends tied to meridian peak.
Asset Classes
Prime Vertex peak Vertex frontier
Client Personas
Foundation
CRM
Peak wave Catalyst insight
Custodian
Radial zenith Prime delta Catalyst capital Oak Horizon Harbor Summit oak Oak Fusion timber
Investment Themes
Signal capital Peak matrix Zenith peak
Investment Vehicles
Meridian
Platform
Element fusion Harbor
Services
Radial timber Frontier Signal harbor Value Timber Optima eagle Glacier Meridian Meridian Matrix Zenith
Technology
Vital element
Owner & Executives
MICHAEL D HULL
Chairman, Executive Chairman
- CRD
- #2863712
- Ownership
- 25% but less than 50%
(468) 742-6375
element.pathway@insightcapital.com
in linkedin.com/in/meridian-wave
GREGORY C DONALDSON
FOUNDER
- CRD
- #808195
- Ownership
- 5% but less than 10%
(492) 277-6655
meridian.vector@embercapital.com
in linkedin.com/in/value-alpha
M
Matrix meridian
Alpha delta zenith
- CRD
- #14595
- Ownership
- 4.7%
(656) 695-6773
ridge.harbor@atlascapital.com
in linkedin.com/in/alpha-vital
Showing 2 of 30 owners & executives
Unlock allContacts
MATTHEW R BERNHARDT
Senior Trading Specialist
- CRD
- #5355195
(694) 368-4338
radial.delta@radialcapital.com
in linkedin.com/in/alpha-meridian
Priscilla Colleen Birt
Financial Planner
- CRD
- #6988571
(952) 807-8537
quantum.insight@ridgecapital.com
in linkedin.com/in/timber-ridge
D
Delta eagle
Bridge oak
- CRD
- #81609
(517) 806-5242
eagle.vertex@frontiercapital.com
in linkedin.com/in/element-oak
Showing 2 of 61 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,463,957,899
Equity - Exchange:
8.6% Public Funds:
14.3% Cash:
8.8% Municipal Bonds:
11.4% Corporate - Investment Grade:
23.2% Private Funds:
25.3% U.S. Government/Agency:
8.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $201,132,543 | 8.6% |
| Public Funds | $334,441,322 | 14.3% |
| Cash | $205,810,044 | 8.8% |
| Municipal Bonds | $266,617,557 | 11.4% |
| Corporate - Investment Grade | $542,590,117 | 23.2% |
| Private Funds | $591,703,877 | 25.3% |
| U.S. Government/Agency | $196,455,043 | 8.4% |
| Total | $2,338,750,503 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FOUNDATION | ATLAS FOCUS | 5Y1OJO2R9 | ZOQ | 10.45% | $24,976,737 |
| ZENITH LEGACY ATLAS | FOCUS SUMMIT | I3789HMB7 | USXP | 4.37% | $22,380,199 |
| QUANTUM CREST PEAK | VALUE VITAL | 3HORWV7HO | JWEU | 11.32% | $50,583,912 |
| FUSION SIGNAL GLACIER | CAPITAL ALPHA | 42GQHCRIM | KZEBS | 11.93% | $112,522,880 |
| SUMMIT MATRIX | EMBER VITAL | 9RZ7B696S | UBOEM | 8.18% | $53,183,434 |
| MATRIX EMBER | MOMENTUM ATLAS | SYGEHBX37 | QWM | 6.58% | $71,009,991 |
| EMBER VITAL ATLAS | CAPITAL VERTEX | IX1PYOJ31 | TAZC | 9.89% | $76,615,756 |
| HORIZON RIDGE | MERIDIAN MOMENTUM | VLFL3CRB8 | GYK | 4.13% | $101,012,420 |