firm profile
Level Four Advisory Services
Overview
Level Four Advisory Services is an SEC registered investment adviser based in Dallas, TX, registered since 2006. It reports $6.5B in assets under management across 15,720 accounts, with 136 employees. It has 145 investment adviser representatives.
- Reported AUM
- $6.5B
- Discretionary
- 90%
- Accounts
- 15,720
- Average account
- $416K
- Employees
- 136
- Advisory reps
- 145
- Registered since
- 2006
- Jurisdictions
- 52
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 2 of 2
- Edmon Jacob Tomes Elected Manager, President, Chief Executive Officer CRD 3181660
- Jill Marie Zacha Chief Compliance Officer, Corporate Counsel CRD 2583663
Advisory reps 3 of 145
- Kevin Bradley Adkins Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2103099
- Kenyon Lee Allman Registered Rep · Investment Adviser Rep CRD 708698
- Ryan Warren Ash Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4969623
142 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 12400 Coit Rd Ste 700
Dallas, TX 75251 - County
- Dallas
- Metro area
- Dallas-Fort Worth-Arlington, TX
- Region
- South
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: harborfspc.com
Every state, with registration dates
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