Donaldson Capital Management Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 106131
· SEC file 801-48479
· Evansville, IN
· WWW.FACEBOOK.COM
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ADV data as of Jul 09, 2026
- Regulatory AUM
- $3.5B
- Discretionary
- $3.4B
- Clients
- 1,838
- Avg AUM / client
- $1.9M
- Accounts
- 1,848
- Employees
- 68
AUM over time
$559M
$3.5B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,025 | $415M | 12.0% |
| High net worth individuals | 711 | $2.5B | 72.4% |
| Banking or thrift institutions | 4 | $78.3M | 2.26% |
| Pension and profit sharing plans | 30 | $124M | 3.58% |
| Charitable organizations | 47 | $272M | 7.84% |
| State or municipal government entities | 1 | $615K | 0.02% |
| Insurance companies | 2 | $24.1M | 0.7% |
| Corporations and other businesses | 18 | $42.2M | 1.22% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 |
People (57)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory C Donaldson | Founder | Nov 1994 (32y) | 5% – 10% | |
| Hull, Michael, D | Executive Chairman | Jan 2000 (27y) | 25% – 50% | |
| Roop, Richard, Wayne | Senior Investment Advisor | Aug 2002 (24y) | Less than 5% | |
| Alsman, Randall, Keith | Senior Investment Advisor | Aug 2007 (19y) | Less than 5% | |
| Matthew Kyle Markle | Chief Investment Officer & Senior Investment Advisor | CFP | Dec 2008 (18y) | Less than 5% |
| Brandon Richard Roop | Vice President & Senior Investment Advisor | CFP | Oct 2010 (16y) | Less than 5% |
| Joseph Paul Zabratanski | Chief Investment Officer & Senior Investment Advisor | Nov 2011 (15y) | 5% – 10% | |
| Shovers, Alan, Nathan | Director | Dec 2012 (14y) | Less than 5% | |
| John Kessler Keach | Senior Investment Advisor | Nov 2013 (13y) | Less than 5% | |
| Hartman, Ciavon, Renee | Coo & Cco | Jan 2014 (13y) | Less than 5% | |
| Wright, Marvin, James | Senior Investment Advisor | Jan 2014 (13y) | Less than 5% | |
| Blake T Alsman | Senior Investment Advisor | CFP | Jan 2014 (13y) | Less than 5% |
| Ronald Jay Patberg | Senior Investment Advisor | CFP | Mar 2014 (12y) | Less than 5% |
| Nathanial T Winklepleck | Portfolio Manager & Analyst | CFA | Dec 2014 (12y) | Less than 5% |
| Jason M Hall | Senior Investment Advisor | Dec 2014 (12y) | Less than 5% | |
| Nichols, Steven, Henry | Director | Jan 2015 (12y) | Less than 5% | |
| Beth Ann Dietsch | Lead Investment Advisor | Oct 2015 (11y) | Less than 5% | |
| Sarah S Moore | President | CFP | Aug 2018 (8y) | Less than 5% |
| Walker, Sharon | Director | Sep 2021 (5y) | Less than 5% | |
| Matthew Stephen Wright | Cfo | Nov 2021 (5y) | Less than 5% | |
| Decker, Jennifer | Director Of Hr | Jan 2023 (4y) | Less than 5% | |
| Klostermann, Jessica, N | Director Of Client Services | Jan 2023 (4y) | Less than 5% | |
| May, Preston, R | Assistant Portfolio Manager & Analyst | Jan 2023 (4y) | Less than 5% | |
| Stephen Hardin Obenchain | Registered representative | Dec 2014 (12y) | ||
| Matthew R Bernhardt | Registered representative | May 2015 (11y) | ||
| Zachary Stephan Chavira | Registered representative | Oct 2017 (9y) | ||
| Alexander W Spainhoward | Registered representative | CFP | May 2019 (7y) | |
| Kira Nichole Vaal | Registered representative | Jun 2019 (7y) | ||
| Andrew Wilson Richmond | Registered representative | Jan 2021 (6y) | ||
| Collin Avery Brinker | Registered representative | CFP | May 2021 (5y) | |
| Marcus Jack Bloom | Registered representative | Oct 2021 (5y) | ||
| Derek Alton Riddle | Registered representative | Oct 2021 (5y) | ||
| Christopher Colby Decker | Registered representative | Aug 2022 (4y) | ||
| Jordan Michael Whitledge | Registered representative | Oct 2022 (4y) | ||
| James Martin Coursey | Registered representative | Oct 2022 (4y) | ||
| Braden Herendeen | Registered representative | Oct 2022 (4y) | ||
| Leeanne Michelle Lollar | Registered representative | CFP | Nov 2022 (4y) | |
| Alan William Van Cleef | Registered representative | CFP | Feb 2023 (3y) | |
| Bryce Richard Turner | Registered representative | May 2023 (3y) | ||
| Priscilla Colleen Birt | Registered representative | CFP | Oct 2023 (3y) | |
| Warren Albert Ward | Registered representative | CFP | Mar 2024 (2y) | |
| Robert Neal Quick | Registered representative | May 2024 (2y) | ||
| Kyle Alan Dodd | Registered representative | Jun 2024 (2y) | ||
| Christopher Thomas Corcoran | Registered representative | Aug 2024 (2y) | ||
| Kevin Douglas Coombs | Registered representative | CFP | Aug 2024 (2y) | |
| Mollie Irene Caldwell | Registered representative | Mar 2025 (1y) | ||
| Gray Robert Long | Registered representative | May 2025 (1y) | ||
| Isaiah Quinn Dunham | Registered representative | Aug 2025 (1y) | ||
| Bryce David Duncan | Registered representative | Dec 2025 (1y) | ||
| Kyler Ray Wagner | Registered representative | Jan 2026 (1y) | ||
| Matthew Thomas Effinger | Registered representative | Jan 2026 (1y) | ||
| James Thompson Roberts | Registered representative | Apr 2026 (0y) | ||
| Matthew Allen Duncan | Registered representative | Jun 2026 (0y) | ||
| Jace Alan Roser Stieler | Registered representative | Jun 2026 (0y) | ||
| Donald Louis Michael | Registered representative | Jul 2026 (0y) | ||
| Jody Allen Littrell | Registered representative | Jul 2026 (0y) | ||
| Suping Pan | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Donaldson Family, Llc | Owner | Oct 2016 | A | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.9B (83% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗