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| Level Four Capital Management
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|---|---|
| CRD # | 304792 |
| SEC # | 801-117681 |
| CIK # | 0001812185 |
| AUM | $1.4 B (2026-03-30) |
| Employees | 9 (89% Investors, 78% Brokers) |
| Phone | 866-834-1040 |
| Address | 12400 Coit Road Dallas, TX 75251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,094 | 361.0 |
| (b) Individuals (high net worth individuals) | 1,233 | 809.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 96 | 34.3 |
| (h) Charitable organizations | 19 | 10.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 91 | 166.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,533 | 1,381.5 |
| By Discretionary | ||
| Discretionary | 3,533 | 1,381.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,533 | 1,381.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,381.5 | |
| Total | 3,533 | 1,381.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001812185] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Souders Financial Advisors LLC
✚
|
OH | 1.4 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.4 |
|
Strategic Wealth Investment Group LLC
✚
|
KY | 1.4 |
|
Private Client Services LLC
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|
KY | 1.4 |
|
Onyx Bridge Wealth Group LLC
✚
|
NY | 1.4 |
|
Seaview Investment Managers LLC
✚
|
FL | 1.4 |
|
One Day in July LLC
✚
|
VT | 1.4 |
|
Packerland Brokerage Services Inc
✚
|
WI | 1.4 |
|
Midwest Capital Advisors LLC
✚
|
MI | 1.4 |
|
Total Investment Management Inc
✚
|
AZ | 1.4 |