Level Four Advisory Services, LLC
Level Four Advisory Services, LLC is a Dallas, Texas-based SEC-registered investment adviser founded in 2005. The firm operates as a subsidiary of Level Four Group (ultimately owned by Carr, Riggs & Ingram, L.L.C.), providing fee-only, customized investment advisory and wealth management services primarily to individuals (including high net worth clients), pension and profit-sharing plans, and some charitable organizations. As of 2025, the firm employs approximately 132-148 people, including investment advisers and support staff. Level Four's team delivers personal financial planning, portfolio management, and fiduciary advice for a broad client base seeking holistic financial guidance.
Investment Strategy
Level Four Advisory Services employs a holistic, fee-only investment advisory model, focused on aligning investment solutions with each client's overall financial and life goals. The investment process incorporates robust financial planning, strategic and tactical asset allocation, and individualized portfolio management. Typical strategies include diversification across asset classes, long-term risk management, and periodic rebalancing. The firm emphasizes transparency, proactive communication, and a fiduciary standard of care, seeking to help clients achieve long-term financial security and objectives.
Top Holdings
Equity Positions (779)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.91% | $106.0M | 516,635 | $105.15 | $205.17 | -$6.3M |
M MSFT | MICROSOFT CORP | 2.82% | $76.4M | 153,636 | $266.16 | $497.41 | +$20.5M |
Q QQQ | INVESCO QQQ TR | 2.54% | $69.0M | 125,145 | $417.21 | $551.64 | +$7.2M |
A AMZN | AMAZON COM INC | 1.83% | $49.7M | 226,582 | $107.58 | $219.39 | +$6.6M |
N NVDA | NVIDIA CORPORATION | 1.68% | $45.7M | 289,117 | $43.43 | $157.99 | +$17.3M |