LANDMARK FINANCIAL ADVISORS, LLC
CRD #129435 SEC #801-62582 BOWLING GREEN, KY 270-782-9222
SEC Registered
Total AUM
$503.7M
Discretionary
$439.2M
Employees
8
Clients
0
Accounts
1,452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $503.7M | $439.2M | $64.5M | 8 | 0 |
| Mar 2023 | $503.7M | $439.2M | $64.5M | 8 | 0 |
| Mar 2022 | $481.3M | $447.3M | $34M | 6 | 0 |
| Jul 2021 | $404.7M | $369.2M | $35.5M | 6 | 0 |
| Mar 2021 | $404.7M | $369.2M | $35.5M | 6 | 0 |
| Jun 2020 | $367.1M | $356.7M | $10.4M | 6 | 0 |
| Mar 2020 | $367.1M | $356.7M | $10.4M | 6 | 0 |
| Nov 2019 | $290.3M | $275M | $15.3M | 6 | 0 |
| Jun 2019 | $290.3M | $275M | $15.3M | 6 | 0 |
| May 2019 | $290.3M | $275M | $15.3M | 6 | 0 |
| Feb 2019 | $290.3M | $275M | $15.3M | 6 | 0 |
| Mar 2018 | $307.9M | $283.9M | $24M | 6 | 0 |
| Mar 2017 | $260.8M | $244.5M | $16.3M | 6 | 336 |
| Sep 2016 | $227M | $219.9M | $7.1M | 6 | 331 |
| Sep 2016 | $227M | $219.9M | $7.1M | 6 | 331 |
| Mar 2016 | $227M | $219.9M | $7.1M | 6 | 331 |
| Feb 2016 | $217.4M | $210.8M | $6.6M | 6 | 317 |
| Nov 2015 | $217.4M | $210.8M | $6.6M | 6 | 317 |
| Feb 2015 | $217.4M | $210.8M | $6.6M | 6 | 317 |
| Jan 2014 | $181.4M | $181.1M | $248.2K | 6 | 255 |
| Jan 2014 | $181.4M | $181.1M | $248.2K | 6 | 255 |
| Jan 2014 | $154.1M | $153.4M | $699K | 6 | 232 |
| Oct 2013 | $154.1M | $153.4M | $699K | 6 | 232 |
| Jan 2013 | $154.1M | $153.4M | $699K | 6 | 232 |
| Dec 2012 | $146.7M | $129.7M | $17M | 4 | 200 |
| Nov 2012 | $146.7M | $129.7M | $17M | 4 | 200 |
| Aug 2012 | $146.7M | $129.7M | $17M | 1 | 200 |
| Apr 2012 | $146.7M | $129.7M | $17M | 1 | 200 |
| Jan 2012 | $146.7M | $129.7M | $17M | 1 | 200 |
| Jan 2008 | $105.6M | $104.7M | $845.7K | 5 | -- |
| Jan 2007 | $102.9M | $101M | $1.9M | 5 | -- |
| Jan 2006 | $88.4M | $87.4M | $994.5K | 5 | -- |
| Dec 2005 | $87.4M | $86.4M | $1M | 5 | -- |
| Sep 2005 | $61.4M | $61M | $356.2K | 5 | -- |
| Jan 2005 | $61.4M | $61M | $356.2K | 5 | -- |
| May 2004 | $51.6M | $51.6M | $0 | 5 | -- |
| Dec 2003 | $28.2M | $28.2M | $0 | 5 | -- |
DateOct 2023
Total AUM$503.7M
Discretionary$439.2M
Non-Disc.$64.5M
Employees8
Clients0
DateMar 2023
Total AUM$503.7M
Discretionary$439.2M
Non-Disc.$64.5M
Employees8
Clients0
DateMar 2022
Total AUM$481.3M
Discretionary$447.3M
Non-Disc.$34M
Employees6
Clients0
DateJul 2021
Total AUM$404.7M
Discretionary$369.2M
Non-Disc.$35.5M
Employees6
Clients0
DateMar 2021
Total AUM$404.7M
Discretionary$369.2M
Non-Disc.$35.5M
Employees6
Clients0
DateJun 2020
Total AUM$367.1M
Discretionary$356.7M
Non-Disc.$10.4M
Employees6
Clients0
DateMar 2020
Total AUM$367.1M
Discretionary$356.7M
Non-Disc.$10.4M
Employees6
Clients0
DateNov 2019
Total AUM$290.3M
Discretionary$275M
Non-Disc.$15.3M
Employees6
Clients0
DateJun 2019
Total AUM$290.3M
Discretionary$275M
Non-Disc.$15.3M
Employees6
Clients0
DateMay 2019
Total AUM$290.3M
Discretionary$275M
Non-Disc.$15.3M
Employees6
Clients0
DateFeb 2019
Total AUM$290.3M
Discretionary$275M
Non-Disc.$15.3M
Employees6
Clients0
DateMar 2018
Total AUM$307.9M
Discretionary$283.9M
Non-Disc.$24M
Employees6
Clients0
DateMar 2017
Total AUM$260.8M
Discretionary$244.5M
Non-Disc.$16.3M
Employees6
Clients336
DateSep 2016
Total AUM$227M
Discretionary$219.9M
Non-Disc.$7.1M
Employees6
Clients331
DateSep 2016
Total AUM$227M
Discretionary$219.9M
Non-Disc.$7.1M
Employees6
Clients331
DateMar 2016
Total AUM$227M
Discretionary$219.9M
Non-Disc.$7.1M
Employees6
Clients331
DateFeb 2016
Total AUM$217.4M
Discretionary$210.8M
Non-Disc.$6.6M
Employees6
Clients317
DateNov 2015
Total AUM$217.4M
Discretionary$210.8M
Non-Disc.$6.6M
Employees6
Clients317
DateFeb 2015
Total AUM$217.4M
Discretionary$210.8M
Non-Disc.$6.6M
Employees6
Clients317
DateJan 2014
Total AUM$181.4M
Discretionary$181.1M
Non-Disc.$248.2K
Employees6
Clients255
DateJan 2014
Total AUM$181.4M
Discretionary$181.1M
Non-Disc.$248.2K
Employees6
Clients255
DateJan 2014
Total AUM$154.1M
Discretionary$153.4M
Non-Disc.$699K
Employees6
Clients232
DateOct 2013
Total AUM$154.1M
Discretionary$153.4M
Non-Disc.$699K
Employees6
Clients232
DateJan 2013
Total AUM$154.1M
Discretionary$153.4M
Non-Disc.$699K
Employees6
Clients232
DateDec 2012
Total AUM$146.7M
Discretionary$129.7M
Non-Disc.$17M
Employees4
Clients200
DateNov 2012
Total AUM$146.7M
Discretionary$129.7M
Non-Disc.$17M
Employees4
Clients200
DateAug 2012
Total AUM$146.7M
Discretionary$129.7M
Non-Disc.$17M
Employees1
Clients200
DateApr 2012
Total AUM$146.7M
Discretionary$129.7M
Non-Disc.$17M
Employees1
Clients200
DateJan 2012
Total AUM$146.7M
Discretionary$129.7M
Non-Disc.$17M
Employees1
Clients200
DateJan 2008
Total AUM$105.6M
Discretionary$104.7M
Non-Disc.$845.7K
Employees5
Clients--
DateJan 2007
Total AUM$102.9M
Discretionary$101M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2006
Total AUM$88.4M
Discretionary$87.4M
Non-Disc.$994.5K
Employees5
Clients--
DateDec 2005
Total AUM$87.4M
Discretionary$86.4M
Non-Disc.$1M
Employees5
Clients--
DateSep 2005
Total AUM$61.4M
Discretionary$61M
Non-Disc.$356.2K
Employees5
Clients--
DateJan 2005
Total AUM$61.4M
Discretionary$61M
Non-Disc.$356.2K
Employees5
Clients--
DateMay 2004
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--