| Name | Title | Ownership | Since |
|---|---|---|---|
| Beth Ann Dietsch | Lead Investment Advisor | Under 5% | 2021 |
| Blake T Alsman | Senior Investment Advisor | Under 5% | 2021 |
| Brandon Richard Roop Control | Vice President & Senior Investment Advisor | Under 5% | 2010 |
Donaldson Capital Management LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
Donaldson Capital Management LLC reports 65 employees.
Donaldson Capital Management LLC is based in Evansville, IN and has been SEC-registered since 1995.
Donaldson Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20 Northwest First Street, Fifth Floor, Evansville, IN 47708 |
| Phone | 812-421-3211 |
| Fax | 812-421-3214 |
| Office hours | 8 a.m.To 5 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.1B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.1B |