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| Level Four Advisory Services LLC
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| CRD # | 134086 |
| SEC # | 801-66368 |
| CIK # | 0001696715 |
| AUM | 6,543.2 M (2026-03-30) |
| Employees | 136 (88% Investors, 85% Brokers) |
| Phone | 972-665-0878 |
| Address | 12400 Coit Road Dallas, TX 75251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,889 | 1.6 |
| (b) Individuals (high net worth individuals) | 5,075 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 537 | 1.4 |
| (h) Charitable organizations | 67 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 152 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 15,720 | 6.5 |
| By Discretionary | ||
| Discretionary | 14,748 | 5.9 |
| Non-Discretionary | 972 | 0.7 |
| Total | 15,720 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 15,720 | 6.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001696715] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 98 (1 non-US) |
| Serves | Institutional, Retail, Research |
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