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LANDMARK FINANCIAL ADVISORS, LLC

Company Details

Name: LANDMARK FINANCIAL ADVISORS, LLC
Jurisdiction: Kentucky
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 15 May 2001 (24 years ago)
Organization Date: 15 May 2001 (24 years ago)
Last Annual Report: 24 Jul 2024 (6 months ago)
Managed By: Members
Organization Number: 0515882
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 42103
Primary County: Warren
Principal Office: 1131 FAIRVIEW AVENUE, SUITE 203, BOWLING GREEN, KY 42103
Place of Formation: KENTUCKY

Central Index Key

CIK number Mailing Address Business Address Phone
1641440 1131 FAIRVIEW AVENUE, SUITE 203, BOWLING GREEN, KY, 42103 1131 FAIRVIEW AVENUE, SUITE 203, BOWLING GREEN, KY, 42103 270-782-9222

Filings since 2024-02-13

Form type 13F-HR
File number 028-16897
Filing date 2024-02-13
Reporting date 2023-12-31
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Filings since 2023-10-13

Form type 13F-HR
File number 028-16897
Filing date 2023-10-13
Reporting date 2023-09-30
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Filings since 2023-07-18

Form type 13F-HR
File number 028-16897
Filing date 2023-07-18
Reporting date 2023-06-30
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Filings since 2023-04-13

Form type 13F-HR
File number 028-16897
Filing date 2023-04-13
Reporting date 2023-03-31
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Filings since 2023-01-23

Form type 13F-HR
File number 028-16897
Filing date 2023-01-23
Reporting date 2022-12-31
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Filings since 2022-11-10

Form type 13F-HR
File number 028-16897
Filing date 2022-11-10
Reporting date 2022-09-30
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Filings since 2022-08-03

Form type 13F-HR
File number 028-16897
Filing date 2022-08-03
Reporting date 2022-06-30
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Filings since 2022-05-16

Form type 13F-HR
File number 028-16897
Filing date 2022-05-16
Reporting date 2022-03-31
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Filings since 2022-01-26

Form type 13F-HR
File number 028-16897
Filing date 2022-01-26
Reporting date 2021-12-31
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Filings since 2021-11-12

Form type 13F-HR
File number 028-16897
Filing date 2021-11-12
Reporting date 2021-09-30
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Filings since 2021-08-12

Form type 13F-HR
File number 028-16897
Filing date 2021-08-12
Reporting date 2021-06-30
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Filings since 2021-05-11

Form type 13F-HR
File number 028-16897
Filing date 2021-05-11
Reporting date 2021-03-31
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Filings since 2021-02-08

Form type 13F-HR
File number 028-16897
Filing date 2021-02-08
Reporting date 2020-12-31
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Filings since 2020-10-13

Form type 13F-HR
File number 028-16897
Filing date 2020-10-13
Reporting date 2020-09-30
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Filings since 2020-07-17

Form type 13F-HR
File number 028-16897
Filing date 2020-07-17
Reporting date 2020-06-30
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Filings since 2020-04-22

Form type 13F-HR
File number 028-16897
Filing date 2020-04-22
Reporting date 2020-03-31
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Filings since 2020-02-12

Form type 13F-HR
File number 028-16897
Filing date 2020-02-12
Reporting date 2019-12-31
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Filings since 2019-11-07

Form type 13F-HR
File number 028-16897
Filing date 2019-11-07
Reporting date 2019-09-30
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Filings since 2019-08-02

Form type 13F-HR
File number 028-16897
Filing date 2019-08-02
Reporting date 2019-06-30
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Filings since 2019-05-02

Form type 13F-HR
File number 028-16897
Filing date 2019-05-02
Reporting date 2019-03-31
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Filings since 2019-02-05

Form type 13F-HR
File number 028-16897
Filing date 2019-02-05
Reporting date 2018-12-31
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Filings since 2018-11-07

Form type 13F-HR
File number 028-16897
Filing date 2018-11-07
Reporting date 2018-09-30
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Filings since 2018-08-07

Form type 13F-HR
File number 028-16897
Filing date 2018-08-07
Reporting date 2018-06-30
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Filings since 2018-05-01

Form type 13F-HR
File number 028-16897
Filing date 2018-05-01
Reporting date 2018-03-31
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Filings since 2018-02-13

Form type 13F-HR
File number 028-16897
Filing date 2018-02-13
Reporting date 2017-12-31
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Filings since 2017-11-03

Form type 13F-HR
File number 028-16897
Filing date 2017-11-03
Reporting date 2017-09-30
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Filings since 2017-08-11

Form type 13F-HR
File number 028-16897
Filing date 2017-08-11
Reporting date 2017-06-30
File View File

Filings since 2017-05-11

Form type 13F-HR
File number 028-16897
Filing date 2017-05-11
Reporting date 2017-03-31
File View File

Filings since 2017-02-10

Form type 13F-HR
File number 028-16897
Filing date 2017-02-10
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-16897
Filing date 2016-11-14
Reporting date 2016-09-30
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Filings since 2016-08-12

Form type 13F-HR
File number 028-16897
Filing date 2016-08-12
Reporting date 2016-06-30
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Filings since 2016-05-16

Form type 13F-HR
File number 028-16897
Filing date 2016-05-16
Reporting date 2016-03-31
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Filings since 2016-02-02

Form type 13F-HR
File number 028-16897
Filing date 2016-02-02
Reporting date 2015-12-31
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Filings since 2015-11-09

Form type 13F-HR
File number 028-16897
Filing date 2015-11-09
Reporting date 2015-09-30
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Filings since 2015-08-13

Form type 13F-HR
File number 028-16897
Filing date 2015-08-13
Reporting date 2015-06-30
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Filings since 2015-05-15

Form type 13F-HR
File number 028-16897
Filing date 2015-05-15
Reporting date 2015-03-31
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Filings since 2015-05-15

Form type 13F-HR
File number 028-16897
Filing date 2015-05-15
Reporting date 2014-12-31
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LANDMARK FINANCIAL ADVISORS, LLC 401(K) PLAN 2023 611389994 2024-05-06 LANDMARK FINANCIAL ADVISORS, LLC 8
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Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 2707829222
Plan sponsor’s address 1131 FAIRVIEW AVENUE, SUITE 203, BOWLING GREEN, KY, 42103

Signature of

Role Plan administrator
Date 2024-05-06
Name of individual signing LEWIS MASON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
BRENT MASON Registered Agent

Member

Name Role
William H. Borders, II Member
Lewis Brent Mason Member

Organizer

Name Role
VINCE BERTA Organizer

Filings

Name File Date
Annual Report 2024-07-24
Annual Report 2023-03-21
Annual Report 2022-06-28
Registered Agent name/address change 2021-04-02
Annual Report 2021-04-02
Principal Office Address Change 2020-02-13
Annual Report 2020-02-13
Annual Report 2019-04-30
Annual Report 2018-04-12
Annual Report 2017-06-12

Date of last update: 28 Dec 2024

Sources: Kentucky Secretary of State