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LEVEL FOUR CAPITAL MANAGEMENT
CRD 304792File 801-117681
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$1.38B
Clients
3,533
3,533 accounts
Employees
9
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 22, 2019
- Principal office
- 12400 COIT ROAD, SUITE 700, DALLAS, TX, 75251
- Phone
- 866-834-1040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.38B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,533
- Non-discretionary accounts
- 0
- Total accounts
- 3,533
- AUM per client
- $391K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 91 | $166.7M |
| Charitable organizations | 19 | $10.3M |
| High net worth individuals | 1,233 | $809.2M |
| Pension and profit sharing plans | 96 | $34.3M |
| Individuals (other than high net worth individuals) | 2,094 | $361.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 17, 2026 | Custody | false | true |
| 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.