Level Four Advisory Services, LLC
● SEC registered since 2006CRD 134086SEC# 801-66368Dallas, TX
Reg. AUM
$6.54B
Employees
136
Accounts
15,720
Location
Dallas, TX
Level Four Advisory Services, LLC assets under management
Level Four Advisory Services, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2006. It reports $6.5 billion in regulatory assets under management and employs 136 people.
Level Four Advisory Services, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edmon Jacob Tomes Control | Elected Manager, President And Chief Executive Officer | Under 5% | 2005 |
| Jill Marie Zacha Control | Chief Compliance Officer, Corporate Counsel | Under 5% | 2019 |
| Level Four Group, LLC Control | Member | Over 75% | 2005 |
| Carr, Riggs & Ingram Capital, L.L.C. Control | Member | Over 75% | 2014 |
| Ccp Feeder I-Cri, LLC Control | Limited Partner | 25-50% | 2024 |
| Ccp V Aiv Holdings - Cri, L.P. Control | Member | Over 75% | 2024 |
| Ccp V Aiv I, L.P. Control | Limited Partner | Over 75% | 2024 |
| Ccp V Cri Aggregator L.P. Control | Member | 25-50% | 2024 |
| Cri Advisors, LLC Control | Member | Over 75% | 2024 |
| Cri Group, LLC Control | Member | Over 75% | 2024 |
Frequently asked questions
How much does Level Four Advisory Services, LLC manage?
Level Four Advisory Services, LLC reports $6.5 billion in regulatory assets under management on its Form ADV.
How many employees does Level Four Advisory Services, LLC have?
Level Four Advisory Services, LLC reports 136 employees.
Where is Level Four Advisory Services, LLC located?
Level Four Advisory Services, LLC is based in Dallas, TX and has been SEC-registered since 2006.
Does Level Four Advisory Services, LLC disclose fund performance?
Level Four Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12400 Coit Road, Suite 700, Dallas, TX 75251 |
| Phone | 972-665-0878 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.54B▲ 23%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,306 advisers
EmployeesTop 6%
More than 94% of 16,824 advisers
Assets under management
$6.54Bregulatory AUM
Discretionary $5.88BNon-discretionary $659.6M