LIFEPLAN FINANCIAL GROUP, INC

HTTP://WWW.LIFEPLANFG.COM DAYTON, OH Investment Advisor How do I update this listing?

Lifeplan Financial Group is based out of Dayton. Lifeplan Financial Group is a large advisory firm with 576 clients and discretionary assets under management (AUM) of $316,140,219 (Form ADV from 2017-12-01). Their last reported 13F filing for Q4 2018 included $160,193,000 in managed 13F securities and a top 10 holdings concentration of 30.59%. Lifeplan Financial Group's largest holding is iShares Russell 1000 Growth ETF with shares held of 49,075. Lifeplan Financial Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $160.193 Million
  • Prior Market Value $184.851 Million
  • New Purchases30 stocks
  • Additional Purchases73 stocks
  • Sold out of29 stocks
  • Reduced holdings in109 stocks
  • Top 10 Holdings % 30.59 %
  • Turnover % [1]:10.71%
  • Turnover Alt % [2]: 6.00 %
  • Time Held Top20:10.50 quarters
  • Time Held Top10:8.20 quarters
  • Time Held All:5.28 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 2018-11-14

Performance for Q3 2018: -7.74%
Performance Last 4 Quarters: 0.44%
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:
  • 2018-12-31 - 13F-HR/A (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)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LIFEPLAN FINANCIAL GROUP, INC.
10050 INNOVATION DRIVE SUITE 140
MIAMISBURG OH    45342
Country: United States

Business Phone: 937-438-8000
Fax: 937-438-5885
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 57,986,400
Total Number of Clients: 576
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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LIFEPLAN FINANCIAL GROUP, INC.

ownership team - last updated 2017-04-07
Name Title Start Date Direct/Indirect % Ownership
HYPES, DANA, LEE CHIEF EXECUTIVE OFFICER 01/01/2006 Direct 75% or more
Fund Name Position direct/indirect start date end date
LIFEPLAN FINANCIAL GROUP, INC. PRESIDENT direct 1989-08-01
LIFEPLAN FINANCIAL GROUP, INC. CHIEF EXECUTIVE OFFICER direct 2006-01-01
PHILLIPPI, TYRONE, CONWAY PRESIDENT/ CHIEF COMPLIANCE OFFICER 01/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LIFEPLAN FINANCIAL GROUP, INC. VICE-PRESIDENT direct 2002-02-01
LIFEPLAN FINANCIAL GROUP, INC. VICE-PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2002-02-01
LIFEPLAN FINANCIAL GROUP, INC. PRESIDENT/ CHIEF COMPLIANCE OFFICER direct 2006-01-01
BUCK, CHRISTOPHER, JAY VICE PRESIDENT 07/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LIFEPLAN FINANCIAL GROUP, INC. VICE PRESIDENT direct 2007-07-01

WhaleScore history for LIFEPLAN FINANCIAL GROUP, INC

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