LEVEL FOUR CAPITAL MANAGEMENT

CRD 304792 · SEC 801-117681

Visit website

12400 COIT ROAD, SUITE 700, DALLAS, TX, 75251, United States

Phone

866-834-1040

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.38B

Discretionary AUM

$1.38B

Team

9 total employees; 8 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	2094	$361.0M
High net worth individuals	1233	$809.2M
Pension/profit sharing plans	96	$34.3M
Charitable organizations	19	$10.3M
Corporations/business entities	91	$166.7M

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://www.linkedin.com/company/levelfourgroup
https://levelfourgroup.com/lfcm/

Official SEC filing: View on IAPD