Donaldson Capital Management LLC

Donaldson Capital Management LLC is a Limited Liability Company located in Indiana, serving an unknown number of clients. The company employs 38 individuals, of which 22 work in advisory roles. According to its last reported SEC status, Donaldson Capital Management LLC is registered and approved, with a registration date of Feb 10, 1995.

• ALAN NATHAN SHOVERS

  DIRECTOR owns less than 5%

• BRANDON RICHARD ROOP

  DIR-INSTITUTIONAL SERVICES/MANAGER owns less than 5%

• CIAVON RENEE HARTMAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• GREGORY C DONALDSON

  CHAIRMAN/MANAGER owns more than 5% but less than 10%

• JOSEPH PAUL ZABRATANSKI

  VICE-PRESIDENT/MANAGER owns more than 5% but less than 10%

• MARVIN JAMES WRIGHT

  MANAGER owns less than 5%

• MATTHEW KYLE MARKLE

  DIR-INVESTMENT OPERATIONS/MANAGER owns less than 5%

• MICHAEL D HULL

  PRESIDENT/MANAGER owns more than 25% but less than 50%

• RANDALL KEITH ALSMAN

  VICE-PRESIDENT/MANAGER owns less than 5%

• RICHARD WAYNE ROOP

  VICE-PRESIDENT/MANAGER owns more than 5% but less than 10%

• RONALD JAY PATBERG

  SENIOR PORTFOLIO MANAGER owns less than 5%

• STEVEN HENRY NICHOLS

  DIRECTOR owns less than 5%

• THE DONALDSON FAMILY, LLC

  OWNER owns more than 25% but less than 50%

• Freeman WILL & Niemeier Inc
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• Donaldson Capital Management, LLC Q2 2023 vs. Q3 2023: An Analysis of Holdings Comparison
• Donaldson Capital Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Donaldson Capital Management 13F Holdings Comparison Q4 2022 vs. Q1 2023