DONALDSON CAPITAL MANAGEMENT LLC
CRD #106131 SEC #801-48479 EVANSVILLE, IN 812-421-3211
SEC Registered
Total AUM
$3.1B
Discretionary
$3.1B
Employees
65
Clients
251
Accounts
1,742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $3.1B | $3.1B | $0 | 65 | 5 |
| Apr 2025 | $3.1B | $3.1B | $0 | 65 | 5 |
| Mar 2025 | $3.1B | $3.1B | $0 | 65 | 5 |
| Mar 2024 | $2.7B | $2.7B | $0 | 61 | 4 |
| Jun 2023 | $2.3B | $2.3B | $0 | 58 | 7 |
| May 2023 | $2.3B | $2.3B | $0 | 58 | 7 |
| May 2023 | $2.3B | $2.3B | $0 | 58 | 7 |
| Mar 2023 | $2.3B | $2.3B | $0 | 58 | 7 |
| Dec 2022 | $2.6B | $2.6B | $0 | 48 | 2 |
| Nov 2022 | $2.6B | $2.6B | $0 | 48 | 2 |
| May 2022 | $2.6B | $2.6B | $0 | 48 | 2 |
| Apr 2022 | $2.6B | $2.6B | $0 | 48 | 2 |
| Mar 2022 | $2.6B | $2.6B | $0 | 48 | 2 |
| Dec 2021 | $2.1B | $2B | $123.6M | 38 | 2 |
| Mar 2021 | $2.1B | $2B | $123.6M | 38 | 2 |
| Aug 2020 | $1.9B | $1.8B | $159.5M | 42 | 2 |
| Jun 2020 | $1.9B | $1.8B | $159.5M | 42 | 2 |
| Mar 2020 | $1.9B | $1.8B | $159.5M | 42 | 2 |
| Sep 2019 | $1.6B | $1.5B | $72.7M | 38 | 0 |
| Mar 2019 | $1.6B | $1.5B | $72.7M | 38 | 0 |
| Dec 2018 | $1.5B | $1.4B | $75.3M | 35 | 0 |
| Sep 2018 | $1.5B | $1.4B | $75.3M | 35 | 0 |
| Mar 2018 | $1.5B | $1.4B | $75.3M | 35 | 0 |
| Jun 2017 | $1.2B | $1.2B | $63.1M | 28 | 1,000 |
| May 2017 | $1.2B | $1.2B | $63.1M | 28 | 1,000 |
| May 2017 | $1.2B | $1.2B | $63.1M | 28 | 1,000 |
| Mar 2017 | $1.2B | $1.2B | $63.1M | 28 | 1,000 |
| Oct 2016 | $1.1B | $1B | $51.2M | 29 | 900 |
| Aug 2016 | $1.1B | $1B | $51.2M | 29 | 900 |
| Apr 2016 | $1.1B | $1B | $51.2M | 29 | 900 |
| Apr 2016 | $1.1B | $1B | $51.2M | 29 | 900 |
| Mar 2016 | $1B | $1B | $0 | 29 | 900 |
| Jul 2015 | $1B | $990.9M | $46.2M | 27 | 800 |
| May 2015 | $1B | $990.9M | $46.2M | 27 | 800 |
| Feb 2015 | $1B | $990.9M | $46.2M | 27 | 800 |
| Nov 2014 | $967.5M | $922.2M | $45.3M | 20 | 600 |
| Sep 2014 | $967.5M | $922.2M | $45.3M | 20 | 600 |
| Mar 2014 | $824.8M | $780.5M | $44.2M | 20 | 600 |
| Mar 2014 | $824.8M | $780.5M | $44.2M | 20 | 600 |
| Jan 2014 | $824.8M | $780.5M | $44.2M | 20 | 600 |
| Jan 2014 | $702.2M | $665.5M | $36.7M | 18 | 600 |
| Mar 2013 | $702.2M | $665.5M | $36.7M | 18 | 600 |
| Nov 2012 | $558.9M | $526.9M | $32M | 16 | 500 |
| Mar 2012 | $558.9M | $526.9M | $32M | 11 | 500 |
| Mar 2012 | $558.9M | $526.9M | $32M | 11 | 500 |
| Jun 2011 | $461.6M | $431.4M | $30.2M | -- | -- |
| Mar 2011 | $461.6M | $431.4M | $30.2M | -- | -- |
| Mar 2011 | $461.6M | $431.4M | $30.2M | -- | -- |
| May 2010 | $371.6M | $341.5M | $30M | -- | -- |
| Mar 2009 | $282.4M | $258.3M | $24.2M | -- | -- |
| Aug 2007 | $353.5M | $325.6M | $27.9M | 10 | -- |
| Jun 2007 | $353.5M | $325.6M | $27.9M | 10 | -- |
| Mar 2007 | $353.5M | $325.6M | $27.9M | 10 | -- |
| Dec 2006 | $307.1M | $281.5M | $25.6M | 10 | -- |
| Feb 2006 | $259.3M | $244.2M | $15.1M | 10 | -- |
| May 2005 | $259.3M | $244.2M | $15.1M | 10 | -- |
| Jan 2005 | $224.2M | $221.9M | $2.3M | 10 | -- |
| Aug 2004 | $224.2M | $221.9M | $2.3M | 10 | -- |
| Jul 2004 | $224.2M | $221.9M | $2.3M | 10 | -- |
| Mar 2004 | $224.2M | $221.9M | $2.3M | 10 | -- |
| Mar 2002 | $208M | $200M | $8M | 5 | -- |
DateApr 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees65
Clients5
DateApr 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees65
Clients5
DateMar 2025
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees65
Clients5
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees61
Clients4
DateJun 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees58
Clients7
DateMay 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees58
Clients7
DateMay 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees58
Clients7
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees58
Clients7
DateDec 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees48
Clients2
DateNov 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees48
Clients2
DateMay 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees48
Clients2
DateApr 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees48
Clients2
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees48
Clients2
DateDec 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$123.6M
Employees38
Clients2
DateMar 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$123.6M
Employees38
Clients2
DateAug 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$159.5M
Employees42
Clients2
DateJun 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$159.5M
Employees42
Clients2
DateMar 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$159.5M
Employees42
Clients2
DateSep 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$72.7M
Employees38
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$72.7M
Employees38
Clients0
DateDec 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$75.3M
Employees35
Clients0
DateSep 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$75.3M
Employees35
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$75.3M
Employees35
Clients0
DateJun 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$63.1M
Employees28
Clients1,000
DateMay 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$63.1M
Employees28
Clients1,000
DateMay 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$63.1M
Employees28
Clients1,000
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$63.1M
Employees28
Clients1,000
DateOct 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$51.2M
Employees29
Clients900
DateAug 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$51.2M
Employees29
Clients900
DateApr 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$51.2M
Employees29
Clients900
DateApr 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$51.2M
Employees29
Clients900
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees29
Clients900
DateJul 2015
Total AUM$1B
Discretionary$990.9M
Non-Disc.$46.2M
Employees27
Clients800
DateMay 2015
Total AUM$1B
Discretionary$990.9M
Non-Disc.$46.2M
Employees27
Clients800
DateFeb 2015
Total AUM$1B
Discretionary$990.9M
Non-Disc.$46.2M
Employees27
Clients800
DateNov 2014
Total AUM$967.5M
Discretionary$922.2M
Non-Disc.$45.3M
Employees20
Clients600
DateSep 2014
Total AUM$967.5M
Discretionary$922.2M
Non-Disc.$45.3M
Employees20
Clients600
DateMar 2014
Total AUM$824.8M
Discretionary$780.5M
Non-Disc.$44.2M
Employees20
Clients600
DateMar 2014
Total AUM$824.8M
Discretionary$780.5M
Non-Disc.$44.2M
Employees20
Clients600
DateJan 2014
Total AUM$824.8M
Discretionary$780.5M
Non-Disc.$44.2M
Employees20
Clients600
DateJan 2014
Total AUM$702.2M
Discretionary$665.5M
Non-Disc.$36.7M
Employees18
Clients600
DateMar 2013
Total AUM$702.2M
Discretionary$665.5M
Non-Disc.$36.7M
Employees18
Clients600
DateNov 2012
Total AUM$558.9M
Discretionary$526.9M
Non-Disc.$32M
Employees16
Clients500
DateMar 2012
Total AUM$558.9M
Discretionary$526.9M
Non-Disc.$32M
Employees11
Clients500
DateMar 2012
Total AUM$558.9M
Discretionary$526.9M
Non-Disc.$32M
Employees11
Clients500
DateJun 2011
Total AUM$461.6M
Discretionary$431.4M
Non-Disc.$30.2M
Employees--
Clients--
DateMar 2011
Total AUM$461.6M
Discretionary$431.4M
Non-Disc.$30.2M
Employees--
Clients--
DateMar 2011
Total AUM$461.6M
Discretionary$431.4M
Non-Disc.$30.2M
Employees--
Clients--
DateMay 2010
Total AUM$371.6M
Discretionary$341.5M
Non-Disc.$30M
Employees--
Clients--
DateMar 2009
Total AUM$282.4M
Discretionary$258.3M
Non-Disc.$24.2M
Employees--
Clients--
DateAug 2007
Total AUM$353.5M
Discretionary$325.6M
Non-Disc.$27.9M
Employees10
Clients--
DateJun 2007
Total AUM$353.5M
Discretionary$325.6M
Non-Disc.$27.9M
Employees10
Clients--
DateMar 2007
Total AUM$353.5M
Discretionary$325.6M
Non-Disc.$27.9M
Employees10
Clients--
DateDec 2006
Total AUM$307.1M
Discretionary$281.5M
Non-Disc.$25.6M
Employees10
Clients--
DateFeb 2006
Total AUM$259.3M
Discretionary$244.2M
Non-Disc.$15.1M
Employees10
Clients--
DateMay 2005
Total AUM$259.3M
Discretionary$244.2M
Non-Disc.$15.1M
Employees10
Clients--
DateJan 2005
Total AUM$224.2M
Discretionary$221.9M
Non-Disc.$2.3M
Employees10
Clients--
DateAug 2004
Total AUM$224.2M
Discretionary$221.9M
Non-Disc.$2.3M
Employees10
Clients--
DateJul 2004
Total AUM$224.2M
Discretionary$221.9M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2004
Total AUM$224.2M
Discretionary$221.9M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2002
Total AUM$208M
Discretionary$200M
Non-Disc.$8M
Employees5
Clients--