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Investment Adviser Firm Summary

DONALDSON CAPITAL MANAGEMENT LLC (CRD# 106131 / SEC# 801-48479)
Alternate Names: DONALDSON CAPITAL MANAGEMENT LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 02/10/1995
Indiana Terminated 05/27/2003

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 07/26/2004
Arizona 01/31/2014
Arkansas 01/05/2005
California 03/30/2012
Colorado 06/09/2017
Florida 08/12/2004
Georgia 03/10/2005
Illinois 08/17/2004
Indiana 05/16/2003
Iowa 04/01/2016
Kentucky 07/26/2004
Louisiana 06/09/2017
Michigan 08/11/2004
Missouri 07/26/2004
Nebraska 06/09/2017
New Hampshire 06/09/2017
New York 06/09/2017
North Carolina 01/31/2014
Ohio 08/11/2004
Pennsylvania 04/01/2016
South Carolina 11/01/2012
Tennessee 07/27/2004
Texas 01/31/2014
Washington 06/09/2017
Wisconsin 11/01/2012

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser