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Landing Point Financial Group, LLC​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
Logo
  • Home
  • AI Agent
  • Annotations
  • Files
  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy

  • Get the full experience

    We save the real magic for signed-in users.

Landing Point Financial Group, LLC​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
L

Landing Point Financial Group, LLC

Ask AI
Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings
L

Landing Point Financial Group, LLC

Ask AI
Doc SearchProfileEntity Structure

Overview

ProfileEntity Structure

Documents

SEC Filings

Landing Point Financial Group, LLC — Company Profile

Headquarters
AVON, OH

Key Metrics

Price
$0.00
Market Cap
$0.00
Revenue (TTM)
$0.00
Net Income (TTM)
$0.00
EPS (TTM)
0.00
P/E (TTM)
0.00
P/B (TTM)
0.00
Dividend Yield
0.00%
ROE (TTM)
0.00%
ROA (TTM)
0.00%
Operating Margin
0.00%
Beta
0.00

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(10)

Expand
  • 13F-HRQuarterly report (institutional investment manager holdings)11:00AM
  • N-PXAnnual report of proxy voting record10 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)6 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)5 May
  • 13F-HRQuarterly report (institutional investment manager holdings)11 Feb
  • 13F-HRQuarterly report (institutional investment manager holdings)12 Nov 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)12 Aug 2025
  • N-PXAnnual report of proxy voting record12 Aug 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)13 May 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)13 Feb 2025

Mentions in Filings

  • L
    … Wealth Management Group (now Fundamentum), where he served as Lead Portfolio Manager and helped grow assets to more than $350 million. He subsequently served as Managing Partner and Chief Investment Officer at <strong>Landing Point Financial Group</strong>, from April 2016 to September 2022 overseeing investment strategy, research, and trading operations. With over 17 years of industry experience, Mr. O’Bryon brings deep expertise in investment research, portfol …
    Advisors Preferred TrustLanding Point Financial Group, LLC·497 - Form 497 - Definitive materials (investment companies)·04 Nov·4 Nov
  • L
    … Wealth Management Group (now Fundamentum), where he served as Lead Portfolio Manager and helped grow assets to more than $350 million. He subsequently served as Managing Partner and Chief Investment Officer at <strong>Landing Point Financial Group</strong>, from April 2016 to September 2022 overseeing investment strategy, research, and trading operations. With over 17 years of industry experience, Mr. O’Bryon brings deep expertise in investment research, portfol …
    Advisors Preferred TrustLanding Point Financial Group, LLC·497 - Form 497 - Definitive materials (investment companies)·06 Nov 25·6 Nov 2025

Landing Point Financial Group, LLC — Company Profile

Headquarters
AVON, OH

Key Metrics

Price
$0.00
Market Cap
$0.00
Revenue (TTM)
$0.00
Net Income (TTM)
$0.00
EPS (TTM)
0.00
P/E (TTM)
0.00
P/B (TTM)
0.00
Dividend Yield
0.00%
ROE (TTM)
0.00%
ROA (TTM)
0.00%
Operating Margin
0.00%
Beta
0.00

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(10)

Expand
  • 13F-HRQuarterly report (institutional investment manager holdings)11:00AM
  • N-PXAnnual report of proxy voting record10 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)6 Aug
  • 13F-HRQuarterly report (institutional investment manager holdings)5 May
  • 13F-HRQuarterly report (institutional investment manager holdings)11 Feb
  • 13F-HRQuarterly report (institutional investment manager holdings)12 Nov 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)12 Aug 2025
  • N-PXAnnual report of proxy voting record12 Aug 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)13 May 2025
  • 13F-HRQuarterly report (institutional investment manager holdings)13 Feb 2025

Mentions in Filings

  • L
    … Wealth Management Group (now Fundamentum), where he served as Lead Portfolio Manager and helped grow assets to more than $350 million. He subsequently served as Managing Partner and Chief Investment Officer at <strong>Landing Point Financial Group</strong>, from April 2016 to September 2022 overseeing investment strategy, research, and trading operations. With over 17 years of industry experience, Mr. O’Bryon brings deep expertise in investment research, portfol …
    Advisors Preferred TrustLanding Point Financial Group, LLC·497 - Form 497 - Definitive materials (investment companies)·04 Nov·4 Nov
  • L
    … Wealth Management Group (now Fundamentum), where he served as Lead Portfolio Manager and helped grow assets to more than $350 million. He subsequently served as Managing Partner and Chief Investment Officer at <strong>Landing Point Financial Group</strong>, from April 2016 to September 2022 overseeing investment strategy, research, and trading operations. With over 17 years of industry experience, Mr. O’Bryon brings deep expertise in investment research, portfol …
    Advisors Preferred TrustLanding Point Financial Group, LLC·497 - Form 497 - Definitive materials (investment companies)·06 Nov 25·6 Nov 2025