LANDMARK CAPITAL INC.
Adviser information for LANDMARK CAPITAL INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $1.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $1.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $1.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)EXPERT WITNESS SERVICES, INVESTMENT PERFORMANCE/POSITION REPORTS |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-110678 |
|---|---|
| SEC ERA File Number | 801-110678 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 123526 |
| Legal Entity Identifier | None |
Principal Office
1100 JORIE BLVD, SUITE 364OAK BROOK
IL
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 630-990-1800, Fax: 630-990-1801
Websites
Chief Compliance Officer
THOMAS C. REYNOLDS
PRESIDENT
1100 JORIE BLVD, SUITE 364
OAK BROOK
IL
United States
Tel:
630-990-1800
Fax:
630-990-1801
T***********@********************M
(Full email address available in API data)
Regulatory Contact
KATHLEEN A. GFRORER
VICE PRESIDENT
1100 JORIE BLVD., SUITE 364
OAK BROOK
IL
United States
Tel:
630-990-1800
Fax:
630-990-1801
K************@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REYNOLDS, THOMAS, CHRISTOPHER | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 01/1997 | > 75% |
| GFRORER, KATHLEEN, ANN | Individual | – | VICE PRESIDENT | 01/1997 | < 5% |