# LEVEL FOUR ADVISORY SERVICES, LLC

LEVEL FOUR ADVISORY SERVICES, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 134086
- Type: SEC-registered investment adviser
- SEC file number: 801-66368
- Location: 12400 COIT ROAD, SUITE 700, DALLAS, TX, 75251
- Phone: 972-665-0878
- Latest filing: 2026-07-16
- Regulatory AUM: $6.5B
- Discretionary AUM: $5.9B
- Non-discretionary AUM: $659.6M
- Clients: 136
- Accounts: 15,720

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Jill Marie Zacha | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CORPORATE COUNSEL | — |
| Edmon Jacob Tomes | ELECTED MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| George Brent Morton | CHIEF OPERATING OFFICER | — |
| GLOBENSKY JOSEPH WAYNE | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; ELECTED MANAGER / CHIEF INVESTMENT OFFICER (+3 more) | — |
| POPE DARRYN DAVID | CHIEF TRAINING OFFICER; ELECTED MANAGER / CHIEF TRAINING OFFICER; MANAGER (+3 more) | — |
| TOMES EDMON JACOB | ELECTED MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER; MANAGER; MEMBER (+2 more) | — |
| OVERSTAKE GREGG DOUGLAS | CHIEF COMPLIANCE OFFICER; DIRECTOR OF SUPERVISION | — |
| GONGWER BRIAN JOSEPH | MEMBER; PARTNER | — |
| ZACHA JILL MARIE | CHIEF COMPLIANCE OFFICER | — |
| MORTON GEORGE BRENT | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| HOUSTON MARYAM ALYCE | ADVISORY SERVICES DIRECTOR; ADVISORY SERVICES MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134086/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134086/similar
- Related entities: https://search.stillhousedata.com/firm/134086/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134086

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.