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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-12-2005
- Office Locations
- 67
Office Locations
About Level Four Advisory Services
Level Four Group (Level Four Advisory) is a Dallas-based wealth management and advisory platform founded in 2000, serving individuals and families, business owners, and ultra-high-net-worth private clients with fiduciary, holistic planning and ongoing support. Built by advisors for advisors, it also supports advisors and RIAs with integrated tools and resources across a 90+ branch network.
Reported data analysis
What the numbers show
Between December 19, 2025 and March 30, 2026, reported AUM increased 23.0%, from $5.3B to $6.5B.
Across 5 reported observations, AUM increased 127.2% between December 19, 2022 and March 30, 2026, from $2.9B to $6.5B.
Of the latest reported AUM, 89.9% is discretionary and 10.1% is non-discretionary.
The firm reports 119 advisory representatives and 15,818 clients, or 132.9 clients per representative. That equates to $413.7K in reported AUM per client.
The profile lists 67 reported office locations and 21 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Level Four Advisory Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDMON JACOB TOMES
Chief Executive Officer, President
- CRD
- #3181660
- Ownership
- Less than 5%
JILL MARIE ZACHA
Chief Compliance Officer, CORPORATE COUNSEL
- CRD
- #2583663
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEVIN BRADLEY ADKINS
Financial Advisor
- CRD
- #2103099
KENYON LEE ALLMAN
Vice President
- CRD
- #708698
Showing 2 of 146 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,883,647,645 | $398,945 |
| Non-Discretionary | $659,555,868 | $678,555 |
| Total | $6,543,203,513 | $416,234 |
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Separately Managed Accounts
SMA allocation detail is available
Level Four Advisory Services has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Level Four Advisory Services's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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