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Landmark Financial Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on May 9, 2019
    • $290.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $273.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
Elizabeth Smith Wilkins
April 2005
Lewis Brent Mason
May 2004
William H Borders
January 2004
Casey Alan Tinius
June 2015

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    William H Borders Member May, 2004 25% to 50%
    Lewis Brent Mason President & Chief Compliance Officer May, 2004 25% to 50%
    Thomas Arthur Donnelly Member May, 2001 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Other