Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
351937665
SEC advisor number
801-48479
FINRA CRD number
106131
AUM ?
$2.68 bn
(as of 14 Mar 24)
Accounts
1,716
(as of 14 Mar 24)
Employees
61
(36 investment advisory or research)
Address
Donaldson Capital Management
20 NORTHWEST FIRST STREET
5TH FLOOR
EVANSVILLE
IN 47708
20 NORTHWEST FIRST STREET
5TH FLOOR
EVANSVILLE
IN 47708
Phone
812-421-3211
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21