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LEVEL FOUR ADVISORY SERVICES
Legal name: LEVEL FOUR ADVISORY SERVICES, LLC
CRD 134086File 801-66368
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.54B
Top 25% of cohort (national)
Discretionary AUM
$5.88B
Non-discretionary $659.6M
Clients
15,720
15,720 accounts
Employees
136
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 3, 2006
- Principal office
- 12400 COIT ROAD, SUITE 700, DALLAS, TX, 75251
- Phone
- 972-665-0878
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.54B
- Discretionary AUM
- $5.88B
- Non-discretionary AUM
- $659.6M
- Discretionary accounts
- 14,748
- Non-discretionary accounts
- 972
- Total accounts
- 15,720
- AUM per client
- $416K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 152 | $283.2M |
| Charitable organizations | 67 | $56.5M |
| High net worth individuals | 5,075 | $3.21B |
| Pension and profit sharing plans | 537 | $1.44B |
| Individuals (other than high net worth individuals) | 9,889 | $1.56B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.