LF
Level FOUR Advisory Services
SEC RegisteredChanging the Future of Financial Advice
Dallas, TXhttps://levelfourgroup.com/lfas972-665-0878
Assets Under Management
$5B–$25B
Employees
136
Office Locations
26 offices
Total Accounts
15720
About the firm
Level Four Advisory Services is an independent wealth management firm providing comprehensive, fee-based financial advice. They offer a transparent, flexible approach to financial planning without requiring clients to purchase products or move their assets, with a team-based approach that keeps financial strategies aligned with evolving client needs.
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
Areas of expertise
Fee-based Wealth ManagementFinancial PlanningCapital ManagementInsurance And Risk ManagementEstate PlanningTax PlanningRetirement PlanningBusiness SolutionsSports And EntertainmentIndependent AdvisorySMA Strategies+1 more
Services
Fee-based financial planning, capital management (equity and fixed income SMA strategies, asset allocation, crypto, alternative investments), insurance and risk management (life, long-term care, Medicare, annuities), corporate retirement planning, estate planning, tax planning, investment management, business solutions (exit planning, employee retention, executive benefits, buy-sell consulting), and sports and entertainment financial services.
Who they serve
Individuals and families, business owners and executives, and professional athletes and entertainers.
| 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
Showing 100 of 146
Kevin Bradley Adkins
Investment Adviser Representative
Kenyon Lee Allman
Investment Adviser Representative
Ryan Warren Ash
Investment Adviser Representative
Shabana Asif
Investment Adviser Representative
Dawn Cheriece Benko
Investment Adviser Representative
Jeremy P Bisceglia
Investment Adviser Representative
Craig Steven Blake
Investment Adviser Representative
William Douglas Brantley
Investment Adviser Representative
Chrystal Yvette Badillo
Investment Adviser Representative
Marshall Charles Barclay Jr
Investment Adviser Representative
Julie McCombs Blalock
Investment Adviser Representative
Erik Martin Blankmeyer Sr.
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
Jonathan Kyle Byus
Investment Adviser Representative
Franklin Nathaniel Cochran
Investment Adviser Representative
Wesley Chadwick Choate III
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
Marcus Lee Crews
Investment Adviser Representative
Steven Joseph Devlin
Investment Adviser Representative
Suzanne Robin Durbin
Investment Adviser Representative
John Philip Day II
Investment Adviser Representative
Michael Tilton Doll
Investment Adviser Representative
Robert Harrison Evans
Investment Adviser Representative
Brian Joseph Early
Investment Adviser Representative
Lal Ellison Echterhoff
Investment Adviser Representative
Kerry Ryan Edwards
Investment Adviser Representative
Jennifer Lynn Eggleston
Investment Adviser Representative
Christopher Lee Facka
Investment Adviser Representative
Jason Doyle Fletcher
Investment Adviser Representative
Robert Donald Fraim
Investment Adviser Representative
Joshua Thomas Foley
Investment Adviser Representative
Andrew Bernard Frank
Investment Adviser Representative
James Bunyon Glover Jr
Investment Adviser Representative
Peter Henry Gore
Investment Adviser Representative
Noelle Granville McIntyre
Investment Adviser Representative
Leslie Edward Garrett
Investment Adviser Representative
Marcel Elias Garza
Investment Adviser Representative
Kerry Constantine Geaneas
Investment Adviser Representative
Donald Robert Genord III
Investment Adviser Representative
David Geschke
Investment Adviser Representative
Leah Kathryn Givens-Tarkenton
Investment Adviser Representative
Richard Todd Harrington
Investment Adviser Representative
Charles Evant Hunter III
Investment Adviser Representative
Irwin Barry Hyman
Investment Adviser Representative
John Cecil Hamiter Jr.
Investment Adviser Representative
Joshua Lee Hampton
Investment Adviser Representative
Skyler Hedden
Investment Adviser Representative
Wilbur Spear Hemby Jr
Investment Adviser Representative
Wendy Anne Hosner
Investment Adviser Representative
John Lemuel Johnson
Investment Adviser Representative
Robert Stephen Kalaman
Investment Adviser Representative
William Henry Kumm V
Investment Adviser Representative
William Henry Kumm IV
Investment Adviser Representative
Brian Haruo Kurihara
Investment Adviser Representative
Scott Frederick Keiber
Investment Adviser Representative
Kari Jones Kirkley
Investment Adviser Representative
Rebekah Erin Lasher
Investment Adviser Representative
Ron Franklin Linton
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
John Bradford Miller
Investment Adviser Representative
Randy R. Moorehead
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
Michael Jerome McKersie
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
John Frederick Nash
Investment Adviser Representative
David Robert Neubrander
Investment Adviser Representative
Cameron Neumann
Investment Adviser Representative
Thomas Joseph Neuner
Investment Adviser Representative
Bonnie Oquinn
Investment Adviser Representative
Louis Paul Orgera
Investment Adviser Representative
Rosilyn Hoffman Overton
Investment Adviser Representative
Wendy Sue Pauley
Investment Adviser Representative
Cathy Lynn Poe
Investment Adviser Representative
Regulatory & compliance
CRD number
#134086
SEC Number
801-66368
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Minimum: $40,000 (waivable)
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
levelfourgroup.com/lfasPhone
972-665-0878Editorial 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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