Investment adviser · CRD 129435
LANDMARK FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
BOWLING GREEN, KY, United States · Form ADV filed Oct 9, 2023
- Regulatory AUM
- $504M Form ADV · Item 5.F
- Client accounts
- 1,452 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 131 | $400,403,000 | 79.5% |
| Individuals | 364 | $76,274,000 | 15.1% |
| Retirement plans | 8 | $10,855,000 | 2.2% |
| Corporations & businesses | Fewer than 5 | $8,041,000 | 1.6% |
| Other clients | 6 | $6,207,000 | 1.2% |
| Charities | Fewer than 5 | $1,909,000 | 0.4% |
Filing source
Form ADV 1792528 · Oct 9, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 9, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
1131 FAIRVIEW AVENUE, SUITE 203BOWLING GREEN, KY, 42103, United States
CRD 129435
Filing source
Form ADV 1792528 · Oct 9, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.