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| Happy Holidays!! thanks for using AUM13F!! |
| Level Four Capital Management
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| CRD # | 304792 |
| SEC # | 801-117681 |
| CIK # | 0001812185 |
| AUM | $1.2 B (2025-03-27) |
| Employees | 9 (100% Investors, 67% Brokers) |
| Phone | 866-834-1040 |
| Address | 12400 Coit Road Dallas, TX 75251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001812185 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Conagra Foods Inc /DE/ | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,659 | 608.5 |
| (b) Individuals (high net worth individuals) | 536 | 479.4 |
| (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 | 50 | 23.6 |
| (h) Charitable organizations | 17 | 9.6 |
| (i) State or municipal government entities | 3 | 0.5 |
| (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 | 87 | 107.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,352 | 1,229.1 |
| By Discretionary | ||
| Discretionary | 3,352 | 1,229.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,352 | 1,229.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,229.1 | |
| Total | 3,352 | 1,229.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001812185] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinkerton Wealth LLC
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|
ID | 1.3 |
|
MLG Wealth Management Inc
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|
MN | 1.2 |
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Martel Wealth Advisors Inc
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WA | 1.2 |
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Wright Investors Service Inc
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CT | 1.2 |
|
Balefire LLC
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TX | 1.2 |
|
Acorn Financial Advisory Services Inc
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|
VA | 1.2 |
|
Apriem Advisors
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|
CA | 1.2 |
|
Independent Solutions Wealth Management LLC
✚
|
NY | 1.2 |
|
Fortis Capital Advisors LLC
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|
KS | 1.2 |
|
Payne Capital Management LLC
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|
NY | 1.2 |