Level Four Capital Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 304792
- SEC number
- 801-117681
- Firm type
- RIA
- Assets under management
- $1.4B as of Mar 30, 2026
- Website
- www.linkedin.com/company/levelfourgroup ↗
- Phone
- 866-834-1040
- Address
- 12400 Coit Road, Dallas, TX, 75251
Advisors at this firm
6 in our index · page 1 of 1
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Todd BulotCRD 6419384 · Dallas, TXIA RegisteredBroker
-
Lal Ellison EchterhoffCRD 2266369 · Dallas, TXIA RegisteredBroker
-
George Brent MortonCRD 4522132 · Dallas, TXIA RegisteredBroker
-
Charles Raymond ShimerCRD 4605945 · Greenville, NCIA RegisteredBroker
-
Edmon Jacob TomesCRD 3181660 · Dallas, TXIA RegisteredBroker
-
Jill Marie ZachaCRD 2583663 · Dallas, TXIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 304792 ↗
FINRA BrokerCheck record for firm CRD 304792 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.