Level Four Capital Management 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 $1.4B in regulatory assets under management, 9 employees, 1 office, and 3,533 accounts.
Assets Under Management
$1.4B
Employees
9
Offices
1 office
Total Clients
3,533
Primary office
DALLAS, TX
12400 COIT ROAD, SUITE 700, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
2,094
2
HNWI
34.9%
1,233
3
Pension Plans
2.7%
96
4
Corporations
2.6%
91
5
Charitable
0.5%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts3,533
10Y AUM Change+$712M (+106.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee393:1
10Y Employee Change+1 (+12.5%)
* 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.