LEVEL FOUR CAPITAL MANAGEMENT
CRD #304792 SEC #801-117681 DALLAS, TX 866-834-1040
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
9
Clients
0
Accounts
3,352
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $1.2B | $0 | 9 | 0 |
| Sep 2025 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 9 | 0 |
| Dec 2024 | $1B | $1B | $0 | 10 | 0 |
| Mar 2024 | $1B | $1B | $0 | 10 | 0 |
| Oct 2023 | $784.4M | $784.4M | $0 | 10 | 0 |
| Sep 2023 | $784.4M | $784.4M | $0 | 10 | 0 |
| Mar 2023 | $784.4M | $784.4M | $0 | 10 | 0 |
| Dec 2022 | $919.1M | $919.1M | $0 | 9 | 0 |
| Nov 2022 | $919.1M | $919.1M | $0 | 9 | 0 |
| Mar 2022 | $919.1M | $919.1M | $0 | 9 | 0 |
| Sep 2021 | $790.9M | $790.9M | $0 | 9 | 0 |
| Apr 2021 | $790.9M | $790.9M | $0 | 9 | 0 |
| Mar 2021 | $790.9M | $790.9M | $0 | 9 | 0 |
| Jan 2021 | $770.2M | $770.2M | $0 | 9 | 0 |
| Nov 2020 | $770.2M | $770.2M | $0 | 9 | 0 |
| May 2020 | $770.2M | $770.2M | $0 | 9 | 0 |
| Mar 2020 | $770.2M | $770.2M | $0 | 9 | 0 |
| Jan 2020 | $669.8M | $655.6M | $14.2M | 8 | 0 |
| Oct 2019 | $669.8M | $655.6M | $14.2M | 8 | 0 |
DateDec 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$784.4M
Discretionary$784.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$784.4M
Discretionary$784.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$784.4M
Discretionary$784.4M
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$919.1M
Discretionary$919.1M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$919.1M
Discretionary$919.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$919.1M
Discretionary$919.1M
Non-Disc.$0
Employees9
Clients0
DateSep 2021
Total AUM$790.9M
Discretionary$790.9M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$790.9M
Discretionary$790.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$790.9M
Discretionary$790.9M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$770.2M
Discretionary$770.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$770.2M
Discretionary$770.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$770.2M
Discretionary$770.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$770.2M
Discretionary$770.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$669.8M
Discretionary$655.6M
Non-Disc.$14.2M
Employees8
Clients0
DateOct 2019
Total AUM$669.8M
Discretionary$655.6M
Non-Disc.$14.2M
Employees8
Clients0