LF
LEVEL FOUR ADVISORY SERVICES
SEC RegisteredDALLAS, TXhttps://levelfourgroup.com/lfas972-665-0878
Assets Under Management
$5B–$25B
Employees
136
Office Locations
26 offices
Total Accounts
15720
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9,889 | $1.6B |
| High Net Worth Individuals | 5,075 | $3.2B |
| Charitable Organizations | 537 | $1.4B |
| State/Municipal Entities | 67 | — |
98 total clients reported on Form ADV.
Leadership
Edmon Jacob Tomes
ELECTED MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER
Llc Level Four Group
MEMBER
Gregg Douglas Overstake
DIRECTOR OF SUPERVISION
Riggs & Ingram Capital L.l.c. Carr
MEMBER
Riggs & Ingram L.l.c. Carr
MEMBER
George Brent Morton
CHIEF OPERATING OFFICER
Maryam Alyce Houston
ADVISORY SERVICES DIRECTOR
Jill Marie Zacha
CHIEF COMPLIANCE OFFICER
Office locations
26 offices in 11 states
TX
DALLASHQ
GA
ATLANTA
LA
SHREVEPORT
AL
BREWTON
NC
GOLDSBORO
FL
STUART
NC
GREENVILLE
MN
MINNETONKA
KY
BOWLING GREEN
AL
MOBILE
AL
GADSDEN
FL
SARASOTA
FL
BRADENTON
VA
HARRISONBURG
OK
LINDSAY
TX
EL PASO
FL
PANAMA CITY
FL
TALLAHASSEE
VA
ROANOKE
VA
CULPEPER
NC
PINEHURST
NY
GREAT NECK
NC
RALEIGH
VA
WILLIAMSBURG
TX
DALLAS
MN
SHAKOPEE
Advisors at this firm
90 advisors in the directory
Kevin Bradley Adkins
Investment Adviser Representative
Kenyon Lee Allman
Investment Adviser Representative
Ryan Warren Ash
Investment Adviser Representative
Shabana Asif
Investment Adviser Representative
Chrystal Yvette Badillo
Investment Adviser Representative
Marshall Charles Barclay
Investment Adviser Representative
Julie McCombs Blalock
Investment Adviser Representative
Erik Martin Blankmeyer
Investment Adviser Representative
Ryan Wentworth Brace
Investment Adviser Representative
Robert Luke Britt
Investment Adviser Representative
Louis Charles Bruno
Investment Adviser Representative
John Milner Bryan
Investment Adviser Representative
Todd Bulot
Investment Adviser Representative
David Barnett Byrnes
Investment Adviser Representative
Wesley Chadwick Choate
Investment Adviser Representative
Brian Richard Clauer
Investment Adviser Representative
Rebecca Lynn Clauer
Investment Adviser Representative
Michael Alexander Cohen
Investment Adviser Representative
Matthew Craig
Investment Adviser Representative
Michael Tilton Doll
Investment Adviser Representative
Brian Joseph Early
Investment Adviser Representative
Lal Ellison Echterhoff
Investment Adviser Representative
Andrew Bernard Frank
Investment Adviser Representative
Leslie Edward Garrett
Investment Adviser Representative
Marcel Elias Garza
Investment Adviser Representative
Kerry Constantine Geaneas
Investment Adviser Representative
David Geschke
Investment Adviser Representative
John Cecil Hamiter
Investment Adviser Representative
Joshua Lee Hampton
Investment Adviser Representative
Skyler Hedden
Investment Adviser Representative
Wilbur Spear Hemby
Investment Adviser Representative
Wendy Anne Hosner
Investment Adviser Representative
John Lemuel Johnson
Investment Adviser Representative
Scott Frederick Keiber
Investment Adviser Representative
Kari Jones Kirkley
Investment Adviser Representative
James D Lee
Investment Adviser Representative
Bruce Alan Leffingwell
Investment Adviser Representative
Karen Marie Lessard
Investment Adviser Representative
Carl Henry Linder
Investment Adviser Representative
Christopher Blake Magnuson
Investment Adviser Representative
Peter Grenville Magnuson
Investment Adviser Representative
Frank Joseph Maldonado
Investment Adviser Representative
Alexis Allen Maloy
Investment Adviser Representative
Cynthia Rozann Manning-Brown
Investment Adviser Representative
Vannessa Quinn Marley
Investment Adviser Representative
Claudia Ann Martin
Investment Adviser Representative
Frank B Martin
Investment Adviser Representative
Giuseppe Mazzeo
Investment Adviser Representative
Richard Perdue Mc Coy
Investment Adviser Representative
Collin McAvoy
Investment Adviser Representative
William Saunders McCloud
Investment Adviser Representative
Andrew Thomas McKnight
Investment Adviser Representative
Darren Collier McNeely
Investment Adviser Representative
Kimberly Kay Miller
Investment Adviser Representative
Amanda Lynn Mitchum
Investment Adviser Representative
Paul Ray Morris
Investment Adviser Representative
George Brent Morton
Investment Adviser Representative
David Robert Neubrander
Investment Adviser Representative
Cameron Neumann
Investment Adviser Representative
Thomas Joseph Neuner
Investment Adviser Representative
Louis Paul Orgera
Investment Adviser Representative
Rosilyn Hoffman Overton
Investment Adviser Representative
Todd Andrew Parker
Investment Adviser Representative
Jeffery Bob Patterson
Investment Adviser Representative
Chad Jeffrey Perry
Investment Adviser Representative
Scott Christopher Proctor
Investment Adviser Representative
Frances A Robinson-Bidwell
Investment Adviser Representative
Daniel Isaias Rodriguez
Investment Adviser Representative
Damian Aaron Saenz
Investment Adviser Representative
Ricky Alan Sanford
Investment Adviser Representative
Ethan Samson Shaff
Investment Adviser Representative
Arthur Lee Smith
Investment Adviser Representative
Rafael Sosa Matos
Investment Adviser Representative
Brittany Shea Strickland
Investment Adviser Representative
Marian Nmn Stupka
Investment Adviser Representative
Angela Marie Tacco
Investment Adviser Representative
Ernest Allan Tannis
Investment Adviser Representative
Brian William Thomas
Investment Adviser Representative
Terry Lavern Thompkins
Investment Adviser Representative
Alan Ray Tipton
Investment Adviser Representative
Edmon Jacob Tomes
Investment Adviser Representative
Melina Trevino
Investment Adviser Representative
Stuart Douglas Waldenmaier
Investment Adviser Representative
Kevin Scott Welch
Investment Adviser Representative
Bradley Allen Wheeler
Investment Adviser Representative
Gregory Thomas Williams
Investment Adviser Representative
Samuel Lee Williams
Investment Adviser Representative
William Blakley Woodard
Investment Adviser Representative
Jill Marie Zacha
Investment Adviser Representative
John Dominic Zaleski
Investment Adviser Representative
Regulatory & compliance
CRD number
#134086
SEC Number
801-66368
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
levelfourgroup.com/lfasPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEVEL FOUR ADVISORY SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.