⌕
Firm profile

Level Four Advisory Services

DALLAS, TXCRD 134086Latest ADV March 30, 2026

Level Four Advisory Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $6.5B in regulatory assets under management, 136 employees, 70 offices, and 15,720 accounts.

Assets Under Management
$6.5B
Employees
136
Offices
70 offices
Total Clients
15,720
Primary office
DALLAS, TX
12400 COIT ROAD, SUITE 700, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOEdmon J. Tomes
CCOJill M. Zacha

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
9,889
2
HNWI
32.3%
5,075
3
Pension Plans
3.4%
537
4
Corporations
1.0%
152
5
Charitable
0.4%
67

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.5Bas of March 30, 2026
Discretionary89.9%
$5.9B
90% of total RAUM89.9%
Non-discretionary10.1%
$660M
10% of total RAUM10.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$6.5B
Total Accounts15,720
10Y AUM Change+$4.3B (+195.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees136
Clients per Employee116:1
10Y Employee Change-2 (-1.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.