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LEVEL FOUR ADVISORY SERVICES
LEVEL FOUR ADVISORY SERVICES, LLC
CRD 134086 · SEC 801-66368
12400 COIT ROAD, SUITE 700, DALLAS, TX, 75251, United States
Phone
972-665-0878
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.54B
Discretionary AUM
$5.88B
Team
136 total employees; 119 advisory reps; 98 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9889 | $1.56B |
| High net worth individuals | 5075 | $3.21B |
| Pension/profit sharing plans | 537 | $1.44B |
| Charitable organizations | 67 | $56.5M |
| Corporations/business entities | 152 | $283.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://levelfourgroup.com/lfas/
- https://www.crescentcm.com
- https://www.petergmagnuson.com
- https://www.keiberretirementsolutions.com
- http://www.summitadvisorsmn.com
- https://garrettwm.com
- https://tlcadvisorygroup.com
- https://midatlanticculpeper.com
- https://www.paulrmorris.net/
- https://www.kingtideretirement.com
- https://www.michaeltdoll.com/
- https://www.brunoinvest.com
- https://www.lioncrownwealthmanagement.com
- https://regroupwealthllc.com/
- https://levelfourgroup.com/
- https://www.financialind.com/
- https://granvillefinancial.com
- https://financialbootcamp.com/
- https://dfc-wealth.com/
- https://walterswealthmanagement.com/
- https://www.investgswealth.com
- https://entiretywealth.com
- http://www.harborfspc.com
- https://blakestatham.com
- https://www.hfdfwealth.com
- https://levelfourgroup.com/lff/
- https://levelfourgroup.com/lfcm
Official SEC filing: View on IAPD