RIA Intel›Advisers›Texas›LEVEL FOUR CAPITAL MANAGEMENT

LEVEL FOUR CAPITAL MANAGEMENT

Advisory

N·DALLAS, TX

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+28.9%
3-Year CAGR
+7.8%
Employees
8
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3,352
Team
Total Employees8
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingOct 25, 2019
Latest FilingJul 16, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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