LANDMARK FINANCIAL ADVISORS, LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/2915476/ BOWLING GREEN, KY Investment Advisor How do I update this listing?

Landmark Financial Advisors is based out of Bowling Green. Landmark Financial Advisors is a large advisory firm with 425 clients and discretionary assets under management (AUM) of $356,709,997 (Form ADV from 2020-03-06). Their last reported 13F filing for Q1 2020 included $145,831,000 in managed 13F securities and a top 10 holdings concentration of 67.63%. Landmark Financial Advisors's largest holding is Vanguard Total Bond Market Indx Fund ETF with shares held of 172,294. Landmark Financial Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 22 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $145.831 Million
  • Prior Market Value $171.715 Million
  • New Purchases7 stocks
  • Additional Purchases22 stocks
  • Sold out of7 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 67.63 %
  • Turnover % [1]:21.54%
  • Turnover Alt % [2]: 7.93 %
  • Time Held Top20:13.40 quarters
  • Time Held Top10:14.50 quarters
  • Time Held All:14.31 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 2020-05-15

Performance for Q1 2020: -13.46%
Performance Last 4 Quarters: -4.91%
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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*Shares are split adjusted

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: 137,584,000
Total Number of Clients: 425
Amount of client funds and securities by related persons: 137,584,000
Total Number of clients from related persons: 132
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 2020-03-06
Name Title Start Date Direct/Indirect % Ownership

LANDMARK FINANCIAL ADVISORS, LLC

ownership team - last updated 2019-11-26
Name Title Start Date Direct/Indirect % Ownership
MASON, LEWIS, BRENT PRESIDENT & CHIEF COMPLIANCE OFFICER 05/01/2004 Direct less than 5%
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 TREASURER AND SECRETARY 05/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC MEMBER direct 2004-05-01
LFA PARTNERS INC. OWNER 11/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC OWNER direct 2019-11-01
COMMONWEALTH BANK & TRUST COMPANY, INC. OWNER 11/01/2019 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LANDMARK FINANCIAL ADVISORS, LLC OWNER direct 2019-11-01
MASON, LEWIS, BRENT OWNER LFA PARTNERS INC. 10/01/2019 Indirect 50 - 75%
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 OWNER LFA PARTNERS INC. 10/01/2019 Indirect 50 - 75%
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 2019-06-26
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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