# DONALDSON CAPITAL MANAGEMENT LLC

DONALDSON CAPITAL MANAGEMENT LLC of EVANSVILLE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 106131
- Type: SEC-registered investment adviser
- SEC file number: 801-48479
- Location: 20 NORTHWEST FIRST STREET, FIFTH FLOOR, EVANSVILLE, IN, 47708
- Phone: 812-421-3211
- Latest filing: 2026-07-09
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.4B
- Non-discretionary AUM: $14.7M
- Clients: 68
- Accounts: 1,848

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations, Investment cos, Other

## Officers, owners & control persons (59)

_Showing 25 of 59 people._

| Name | Role | Location |
| --- | --- | --- |
| Gregory C Donaldson | FOUNDER | — |
| Michael D Hull | EXECUTIVE CHAIRMAN | — |
| Richard Wayne Roop | SENIOR INVESTMENT ADVISOR | — |
| Randall Keith Alsman | SENIOR INVESTMENT ADVISOR | — |
| Joseph Paul Zabratanski | CHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISOR | — |
| Ciavon Renee Hartman | COO; COO & CCO | — |
| Marvin James Wright | SENIOR INVESTMENT ADVISOR | — |
| Brandon Richard Roop | VICE PRESIDENT & SENIOR INVESTMENT ADVISOR | — |
| Matthew Kyle Markle | CHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISOR | — |
| Steven Henry Nichols | DIRECTOR | — |
| Ronald Jay Patberg | SENIOR INVESTMENT ADVISOR | — |
| Blake T Alsman | SENIOR INVESTMENT ADVISOR | — |
| Beth Ann Dietsch | LEAD INVESTMENT ADVISOR | — |
| Sarah S Moore | PRESIDENT | — |
| Matthew Stephen Wright | CFO; CFO/CCO | — |
| Sharon Walker | DIRECTOR | — |
| Nathanial T Winklepleck | PORTFOLIO MANAGER & ANALYST | — |
| Preston R May | ASSISTANT PORTFOLIO MANAGER & ANALYST | — |
| Jessica N Klostermann | DIRECTOR OF CLIENT SERVICES | — |
| John Kessler Keach | SENIOR INVESTMENT ADVISOR | — |
| Jason M Hall | SENIOR INVESTMENT ADVISOR | — |
| Jennifer Decker | DIRECTOR OF HR | — |
| Kira Nichole Vaal | LEAD INVESTMENT ADVISER | — |
| Jody Allen Littrell | SENIOR INVESTMENT ADVISOR | — |
| WRIGHT LINUS JAMES | MANAGER; SENIOR INVESTMENT ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106131/similar
- Related entities: https://search.stillhousedata.com/firm/106131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106131

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.