Investment adviser · CRD 106131

DONALDSON CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

EVANSVILLE, IN, United States · Form ADV filed Aug 10, 2026

Regulatory AUM: $3.46B
Client accounts: 1,848
Employees: 68
Advisory professionals: 36

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	711	$2,508,443,457	72.4%
Individuals	1,025	$414,673,032	12.0%
Charities	47	$271,582,144	7.8%
Retirement plans	30	$124,042,240	3.6%
Banks & thrifts	Fewer than 5	$78,305,491	2.3%
Corporations & businesses	18	$42,168,353	1.2%
Insurance companies	Fewer than 5	$24,128,416	0.7%
Government entities	Fewer than 5	$614,766	0.0%

Filing source

Form ADV 2124898 · Aug 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

20 NORTHWEST FIRST STREET, FIFTH FLOOR
EVANSVILLE, IN, 47708, United States

CRD 106131

Filing source

Form ADV 2124898 · Aug 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.