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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Wave meridianPrime wave +more
- Established Date
- 11-22-2019
- Office Locations
- 2
Office Locations
About Level Four Capital Management
Level Four Capital Management provides investment management and consultative portfolio solutions for individual investors, high-net-worth families, advisors, and institutions. The investment committee follows a disciplined, research-driven process focused on buying high-quality companies below intrinsic value, blending proprietary SMAs and models with selected mutual funds and ETFs to fit target allocations. Backed by parent firm Carr, Riggs & Ingram, it leverages broad capabilities and proprietary research access.
Team overview
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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
Unlock allContacts
Todd Bulot
--
- CRD
- #6419384
LAL ELLISON ECHTERHOFF
Chief Investment Officer
- CRD
- #2266369
Foundation element
Atlas unison matrix
- CRD
- #10871
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,381,485,153 | $391,023 |
| Non-Discretionary | $0 | -- |
| Total | $1,381,485,153 | $391,023 |
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Separately Managed Accounts
Total SMA Asset: $1,381,485,153
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $653,458,153 | 15.7% |
| Public Funds | $890,700,922 | 21.4% |
| Municipal Bonds | $578,539,384 | 13.9% |
| Cash | $1,048,862,768 | 25.2% |
| Corporate - Investment Grade | $611,836,615 | 14.7% |
| Equity - OTC | $378,756,000 | 9.1% |
| Total | $4,162,153,842 | 100.0% |