← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/14/2024）
DONALDSON CAPITAL MANAGEMENT LLC · 所有者与执行高管（CRD 106131）
机构事实页：DONALDSON CAPITAL MANAGEMENT LLC 事实页 → | 官方原文：IAPD firm-summary/106131
Schedule A · 直接所有者（24 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| DONALDSON, GREGORY, C | 个人 | FOUNDER | 是 | A |
| HULL, MICHAEL, D | 个人 | EXECUTIVE CHAIRMAN | 是 | C |
| ROOP, RICHARD, WAYNE | 个人 | SENIOR INVESTMENT ADVISOR | 是 | NA |
| ALSMAN, RANDALL, KEITH | 个人 | SENIOR INVESTMENT ADVISOR | 是 | NA |
| ZABRATANSKI, JOSEPH, PAUL | 个人 | CHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISOR | 是 | A |
| HARTMAN, CIAVON, RENEE | 个人 | COO & CCO | 是 | NA |
| WRIGHT, MARVIN, JAMES | 个人 | SENIOR INVESTMENT ADVISOR | 是 | NA |
| ROOP, BRANDON, RICHARD | 个人 | VICE PRESIDENT & SENIOR INVESTMENT ADVISOR | 是 | NA |
| MARKLE, MATTHEW, KYLE | 个人 | CHIEF INVESTMENT OFFICER & SENIOR INVESTMENT ADVISOR | 是 | NA |
| NICHOLS, STEVEN, HENRY | 个人 | DIRECTOR | 是 | NA |
| PATBERG, RONALD, JAY | 个人 | SENIOR INVESTMENT ADVISOR | — | NA |
| THE DONALDSON FAMILY, LLC | 境内实体 | OWNER | — | B |
| ALSMAN, BLAKE, T | 个人 | SENIOR INVESTMENT ADVISOR | — | NA |
| DIETSCH, BETH, ANN | 个人 | LEAD INVESTMENT ADVISOR | — | NA |
| MOORE, SARAH, S | 个人 | PRESIDENT | 是 | NA |
| WRIGHT, MATTHEW, STEPHEN | 个人 | CFO | 是 | NA |
| Walker, Sharon | 个人 | DIRECTOR | 是 | NA |
| WINKLEPLECK, NATHANIAL, T | 个人 | PORTFOLIO MANAGER & ANALYST | 是 | NA |
| MAY, PRESTON, R | 个人 | ASSISTANT PORTFOLIO MANAGER & ANALYST | 是 | NA |
| KLOSTERMANN, JESSICA, N | 个人 | DIRECTOR OF CLIENT SERVICES | 是 | NA |
| KEACH, JOHN, KESSLER | 个人 | SENIOR INVESTMENT ADVISOR | 是 | NA |
| HALL, JASON, M | 个人 | SENIOR INVESTMENT ADVISOR | 是 | NA |
| DECKER, JENNIFER | 个人 | DIRECTOR OF HR | 是 | NA |
| Vaal, Kira, Nichole | 个人 | LEAD INVESTMENT ADVISER | 是 | NA |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
