$6.5B Total AUM
$5.9B Disc. AUM
28.7% 3Y CAGR
136 Employees
15,818 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- North northPathway +more
- Established Date
- 07-12-2005
- Office Locations
- 67
Office Locations
1001 3RD Avenue West Suite 500 Bradenton FL
108 S. Main Street Lindsay OK
10900 Wayzata Blvd. Suite 830 Minnetonka MN
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.
Team overview
51 AVG AGE
$55.0M AVG AUM / ADVISOR
$413.7K AVG AUM / CLIENT
4.9 yrs AVG TENURE
136 Employees
119 Advisory Reps
136 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Momentum capital Fusion Frontier Vector vital Optima Fusion Crest glacier Vector Atlas alpha
Client Personas
Pioneer Vector Catalyst
Custodian
Summit Insight zenith Eagle Peak matrix Radial Vertex Summit quantum Delta signal Vertex Delta
Investment Themes
Radial element Quantum delta Legacy alpha Ridge legacy Vital vector Ember
Investment Vehicles
Zenith Harbor horizon Eagle
Platform
Oak Signal Legacy beacon
Services
Matrix element Matrix beacon Ember atlas Vertex Pioneer optima Insight Wave quantum Meridian Delta Crest Harbor
Technology
Unison momentum Vector optima Prime Quantum Prime
Owner & Executives
EDMON JACOB TOMES
Chief Executive Officer, President
- CRD
- #3181660
- Ownership
- Less than 5%
(474) 404-3860
peak.harbor@valuecapital.com
in linkedin.com/in/eagle-oak
JILL MARIE ZACHA
Chief Compliance Officer, CORPORATE COUNSEL
- CRD
- #2583663
- Ownership
- Less than 5%
(298) 497-3454
eagle.pathway@vertexcapital.com
in linkedin.com/in/fusion-oak
Showing 2 of 2 owners & executives
Unlock allContacts
K
KEVIN BRADLEY ADKINS
--
- CRD
- #2103099
(592) 860-1665
beacon.legacy@optimacapital.com
in linkedin.com/in/crest-quantum
K
KENYON LEE ALLMAN
Vice President
- CRD
- #708698
(367) 463-3065
horizon.optima@vitalcapital.com
in linkedin.com/in/catalyst-wave
U
Unison prime
Ember pathway ridge
- CRD
- #59519
(970) 779-4849
capital.legacy@elementcapital.com
in linkedin.com/in/quantum-eagle
Showing 2 of 145 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $6,543,203,513
Equity - Exchange:
19.9% Public Funds:
19.0% Cash:
14.5% Municipal Bonds:
22.7% Corporate - Investment Grade:
13.6% U.S. Government/Agency:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,156,183,459 | 19.9% |
| Public Funds | $1,103,893,755 | 19.0% |
| Cash | $842,445,234 | 14.5% |
| Municipal Bonds | $1,318,862,539 | 22.7% |
| Corporate - Investment Grade | $790,155,530 | 13.6% |
| U.S. Government/Agency | $598,426,615 | 10.3% |
| Total | $5,809,967,132 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA CAPITAL | CREST MOMENTUM | 1T5O82RWX | ZIQJZ | 8.59% | $115,115,338 |
| WAVE LEGACY | VECTOR ELEMENT | GKZ5A4K9D | OIXI | 10.21% | $117,399,507 |
| OPTIMA FOCUS SIGNAL | BRIDGE VECTOR | J39TVPOCK | VMBBQ | 3.03% | $81,705,905 |
| SIGNAL CREST FOUNDATION | FOCUS ATLAS | 7L6Z8GQNP | PZP | 3.64% | $96,345,272 |
| VITAL ATLAS | NORTH GLACIER | ZW4QBWBW8 | SXC | 9.49% | $31,765,987 |
| RADIAL MATRIX | SUMMIT CATALYST | JISDE4ELH | KVL | 1.61% | $43,611,577 |
| MERIDIAN QUANTUM | BRIDGE GLACIER | FMHWBFHZD | YQVC | 6.33% | $104,608,761 |
| OPTIMA PRIME FUSION | MATRIX RIDGE | BRWSIMEMQ | UOYUX | 11.34% | $75,019,223 |