LANDMARK FINANCIAL Overview

Landmark Financial Advisors Llc is an investment advisor that manages 217.4 MM dollars in regulatory AUM and has 6 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 118MM in positions, representing 54% of the manager's regulatory AUM.

LANDMARK FINANCIAL StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LANDMARK FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GUNR 13.44% ETF 7.63% 0.43% 1 1%
USB 9.96% Financials 21.01% -0.25% 0 14%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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LANDMARK FINANCIAL Founders and Key Employees

Name Title In Position Since
Vince A. Berta Member May-2001
Thomas A. Donnelly Member May-2001
Lewis B. Mason President & Chief Compliance Officer May-2004
William H. Borders Member May-2004

LANDMARK FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

LANDMARK FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
We utilize fundamental and technical security analysis developed from investment bank research material, corporate rating services, annual reports, prospectuses, company press releases and
financial publications. These methods of analysis and their corresponding risks are defined below:

Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company and its industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.

Risk: The risk of fundamental analysis is that information obtained may be incorrect and the analysis may not provide an accurate estimate of earnings, which may be the basis for a stoc...
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LANDMARK FINANCIAL Portfolio Concentration

LANDMARK FINANCIAL Location

911 COLLEGE STREET
SUITE 301
BOWLING GREEN, Kentucky
UNITED STATES, 42101

LANDMARK FINANCIAL Contact Information

Phone Number: 270-782-9222
Fax Number: 270-782-5196
Website:

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Disclaimer

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