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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

IMC ADVISORS, LLC

CRD 111537

COLUMBUS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0baf56c6-da3e-d4e9-2894-d58e7d2c67c0

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Mar 27, 2012 to Mar 26, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $540MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $429M
Private client RAUM: $540MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 102
Individual clients: 17
High net worth clients: 85
SEC number: 801-61509
CRD: 111537
Filings on the tape: 19
First filed: Mar 27, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, IN
Website: imcadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LITTRELL, JODY, ALLEN	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL AND LEGAL OFFICER	Na	yes	03/2019	Mar 24, 2016	Mar 19, 2024
MICHAEL, DONALD, LOUIS	MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER	E	yes	07/2001	Mar 27, 2012	Mar 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$540M	$429M	5	3	0	n/a	n/a
2024	Mar 28, 2025	$510M	$406M	5	3	0	n/a	n/a
2023	Mar 19, 2024	$448M	$334M	5	3	0	n/a	n/a
2022	Mar 21, 2023	$392M	$282M	6	3	0	n/a	n/a
2021	Mar 23, 2022	$453M	$325M	6	3	0	n/a	n/a
2020	Mar 11, 2021	$398M	$277M	6	3	0	n/a	n/a
2019	Mar 30, 2020	$361M	$247M	6	3	0	n/a	n/a
2018	Mar 29, 2019	$308M	$209M	6	3	0	n/a	n/a
2017	Mar 29, 2018	$334M	$225M	6	3	0	n/a	n/a
2016	Mar 23, 2017	$320M	$196M	6	3	n/a	n/a	n/a
2015	Mar 24, 2016	$303M	$189M	6	3	n/a	n/a	n/a
2014	Mar 30, 2015	$311M	$191M	6	3	n/a	n/a	n/a
2013	Mar 27, 2014	$380M	$1.3M	6	3	n/a	n/a	n/a
2012	Mar 28, 2013	$347M	$0	4	2	n/a	n/a	n/a
2011	Mar 27, 2012	$340M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	3	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$540M	$510M	6.0%	$392M	11.2%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
DONALDSON CAPITAL MANAGEMENT LLC	3	Jul 24, 2026	Jul 8, 2026	COLUMBUS, IN	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (4)

← DONALD LOUIS MICHAELAdvisorregistration: previous registration
Feb 28, 2003 to Jul 24, 2026factForm ADV
← SUPING PANAdvisorregistration: previous registration
Sep 26, 2007 to Jul 24, 2026factForm ADV
← JODY ALLEN LITTRELLAdvisorregistration: previous registration
Mar 10, 2014 to Jul 24, 2026factForm ADV
← IVAN DOUGLAS HOFFMANAdvisorregistration: previous registration
Feb 28, 2003 to Jun 1, 2004factForm ADV

Moved with (1)

→ DONALDSON CAPITAL MANAGEMENT LLCRegistered adviser3 advisors, firm absorbed, same day
Jul 24, 2026 to Jul 8, 2026factForm ADV

Controls (2)

← MICHAEL, DONALD, LOUISOwnerMEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, ownership code E, individual
Mar 27, 2012 to Mar 19, 2024factForm ADV
← LITTRELL, JODY, ALLENOwnerSENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL AND LEGAL OFFICER, ownership code NA, individual
Mar 24, 2016 to Mar 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 24, 2026
Firm absorbed
Imc Advisors, LLC's advisors moved to Donaldson Capital Management LLC (Columbus, IN): 3 of 3 registered, on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Jul 24, 2026
Advisor changed firm
Jody Allen Littrell left Imc Advisors, Llc for Donaldson Capital Management Llc (registered 2026-07-08)
Form ADVobserved 3 days ago
Occurred
Jul 24, 2026
Advisor changed firm
Donald Louis Michael left Imc Advisors, Llc for Donaldson Capital Management Llc (registered 2026-07-08)
Form ADVobserved 3 days ago
Occurred
Jul 24, 2026
Advisor changed firm
Suping Pan left Imc Advisors, Llc for Donaldson Capital Management Llc (registered 2026-07-08)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Aug 3, 2026
Imc Advisors, Llc no longer on the SEC adviser roster (last listed 2026-07-01, RAUM $540.0M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0baf56c6-da3e-d4e9-2894-d58e7d2c67c0
First observed: Mar 27, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IMC ADVISORS, LLC

CRD 111537

COLUMBUS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0baf56c6-da3e-d4e9-2894-d58e7d2c67c0

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LITTRELL, JODY, ALLEN

SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL AND LEGAL OFFICER

yes

03/2019

Mar 24, 2016

Mar 19, 2024

MICHAEL, DONALD, LOUIS

MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER

yes

07/2001

Mar 27, 2012

Mar 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$540M

$429M

n/a

2024

Mar 28, 2025

$510M

$406M

n/a

2023

Mar 19, 2024

$448M

$334M

n/a

2022

Mar 21, 2023

$392M

$282M

n/a

2021

Mar 23, 2022

$453M

$325M

n/a

2020

Mar 11, 2021

$398M

$277M

n/a

2019

Mar 30, 2020

$361M

$247M

n/a

2018

Mar 29, 2019

$308M

$209M

n/a

2017

Mar 29, 2018

$334M

$225M

n/a

2016

Mar 23, 2017

$320M

$196M

n/a

2015

Mar 24, 2016

$303M

$189M

n/a

2014

Mar 30, 2015

$311M

$191M

n/a

2013

Mar 27, 2014

$380M

$1.3M

n/a

2012

Mar 28, 2013

$347M

n/a

2011

Mar 27, 2012

$340M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$540M

$510M

6.0%

$392M

11.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

DONALDSON CAPITAL MANAGEMENT LLC

Jul 24, 2026

Jul 8, 2026

COLUMBUS, IN

Firm absorbed

RIA to RIA

100.0%