Investment adviser · CRD 134086
LEVEL FOUR ADVISORY SERVICES
Investment adviser filing (IA)
LEVEL FOUR ADVISORY SERVICES, LLC
DALLAS, TX, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $6.54B Form ADV · Item 5.F
- Client accounts
- 15,720 Accounts, not individual clients
- Employees
- 136 Reported in this filing
- Advisory professionals
- 119 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 5,075 | $3,207,216,772 | 49.0% |
| Individuals | 9,889 | $1,558,014,735 | 23.8% |
| Retirement plans | 537 | $1,438,314,431 | 22.0% |
| Corporations & businesses | 152 | $283,177,952 | 4.3% |
| Charities | 67 | $56,479,623 | 0.9% |
Filing source
Form ADV 2131595 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12400 COIT ROAD, SUITE 700DALLAS, TX, 75251, United States
CRD 134086
Filing source
Form ADV 2131595 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.