LANDMARK FINANCIAL ADVISORS, LLC

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Landmark Financial Advisors is based out of Bowling Green. Landmark Financial Advisors is a large advisory firm with 436 clients and discretionary assets under management (AUM) of $275,000,000 (Form ADV from 2019-06-26). Their last reported 13F filing for Q3 2019 included $160,868,000 in managed 13F securities and a top 10 holdings concentration of 71.61%. Landmark Financial Advisors's largest holding is FlexShares Global Upstream Natural Resources Index Fund with shares held of 649,805. Landmark Financial Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 20 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $160.868 Million
  • Prior Market Value $163.36 Million
  • New Purchases4 stocks
  • Additional Purchases11 stocks
  • Sold out of3 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 71.61 %
  • Turnover % [1]:11.86%
  • Turnover Alt % [2]: 4.26 %
  • Time Held Top20:12.50 quarters
  • Time Held Top10:12.80 quarters
  • Time Held All:14.20 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.6%
Performance Last 4 Quarters: 12.65%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LANDMARK FINANCIAL ADVISORS, LLC
1131 FAIRVIEW AVENUE SUITE 203
BOWLING GREEN KY    42103
Country: United States

Business Phone: 270-782-9222
Fax: 270-782-5196
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: KY
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,SELECTION OF ADVISORS
Amount of client funds and securities: 112,500,000
Total Number of Clients: 436
Amount of client funds and securities by related persons: 112,500,000
Total Number of clients from related persons: 127
Disclosures: 11.H (1).(c)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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LANDMARK FINANCIAL ADVISORS, LLC

ownership team - last updated 2019-06-26
Name Title Start Date Direct/Indirect % Ownership
DONNELLY, THOMAS, ARTHUR MEMBER 05/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2001-05-01
MASON, LEWIS, BRENT PRESIDENT & CHIEF COMPLIANCE OFFICER 05/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2004-05-01
LANDMARK FINANCIAL ADVISORS, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2004-05-01
LANDMARK FINANCIAL ADVISORS, LLC PRESIDENT direct 2004-05-01
BORDERS, WILLIAM, H MEMBER 05/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2004-05-01

LANDMARK FINANCIAL ADVISORS, LLC

ownership team - last updated 2019-02-21
Name Title Start Date Direct/Indirect % Ownership
DONNELLY, THOMAS, ARTHUR MEMBER 05/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2001-05-01
MASON, LEWIS, BRENT PRESIDENT & CHIEF COMPLIANCE OFFICER 05/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2004-05-01
LANDMARK FINANCIAL ADVISORS, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2004-05-01
LANDMARK FINANCIAL ADVISORS, LLC PRESIDENT direct 2004-05-01
BORDERS, WILLIAM, H MEMBER 05/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2004-05-01

LANDMARK FINANCIAL ADVISORS, LLC

ownership team - last updated 2017-03-22
Name Title Start Date Direct/Indirect % Ownership
BERTA, VINCE, ANTHONY MEMBER 05/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC PRESIDENT direct 2001-05-01
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2001-05-01
DONNELLY, THOMAS, ARTHUR MEMBER 05/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2001-05-01
MASON, LEWIS, BRENT PRESIDENT & CHIEF COMPLIANCE OFFICER 05/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2004-05-01
LANDMARK FINANCIAL ADVISORS, LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2004-05-01
LANDMARK FINANCIAL ADVISORS, LLC PRESIDENT direct 2004-05-01
BORDERS, WILLIAM, H MEMBER 05/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2004-05-01

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