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Level Four Advisory Services, LLC
Edmon Tomes · Investment Advisor · Multi-Strategy
Level Four Advisory Services, LLC is a Dallas, Texas-based SEC-registered investment advisor founded in 2005. The firm operates as a subsidiary of Level Four Group and is ultimately owned by the accounting firm Carr, Riggs & Ingram, L.L.C. Level Four provides fee-only, customized investment advisory and wealth management services primarily to individuals, high-net-worth families, pension plans, and charitable organizations. The firm focuses on holistic financial planning and the creation of tailored investment portfolios, often delivered through an integrated platform that includes tax and insurance considerations. By maintaining a fiduciary standard, the firm seeks to align investment solutions with the specific long-term financial and life goals of its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +32.8% |
| YTD return | +23.0% |
| Sharpe ratio | 4.72 |
| Win rate | 53% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.levelfouradvisors.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.3% | +23.2% |
| MSFT | Microsoft Corporation | 11.4% | +3.8% |
| GOOGL | Alphabet Inc Class A | 8.4% | +30.8% |
| NVDA | NVIDIA Corporation | 8.4% | +19.6% |
| AMZN | Amazon.com Inc | 8.2% | +12.8% |
| MU | Micron Technology Inc | 5.6% | +172.9% |
| AVGO | Broadcom Inc | 5.4% | +4.8% |
| JPM | JPMorgan Chase & Co | 4.3% | +15.3% |
| ABBV | AbbVie Inc | 4.2% | +8.8% |
| META | Meta Platforms Inc. | 3.1% | -9.2% |
| AMD | Advanced Micro Devices Inc | 2.7% | +29.7% |
| UNH | UnitedHealth Group Incorporated | 2.5% | +1.8% |
| WMT | Walmart Inc. Common Stock | 2.4% | -1.3% |
| MS | Morgan Stanley | 2.2% | +7.2% |
| JNJ | Johnson & Johnson | 2.1% | +8.3% |
| C | Citigroup Inc | 2.1% | +32.6% |
| SNOW | Snowflake Inc. | 2.0% | +3.4% |
| BRK-A | Berkshire Hathaway Inc | 1.9% | +2.6% |
| SNDK | Sandisk Corp | 1.9% | +103.7% |
| V | Visa Inc. Class A | 1.9% | -1.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 8.3% → 8.4% |
| Aug 31, 2026 | BUY | V | 0.0% → 1.9% |
| Aug 31, 2026 | BUY | MS | 2.2% → 2.2% |
| Aug 31, 2026 | SELL | WMT | 2.6% → 2.4% |
| Aug 31, 2026 | SELL | BRK-A | 1.9% → 1.9% |
Investment Style Analysis
Level Four Advisory Services, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Level Four Advisory Services, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Level Four Advisory Services employs a holistic, fee-only investment advisory model centered on its proprietary 'Four Levels' process: organization, collaboration, design, and management. This approach integrates robust financial planning with both strategic and tactical asset allocation to address each client's unique objectives. The firm emphasizes diversification across asset classes and long-term risk management, primarily utilizing no-load mutual funds and exchange-traded funds (ETFs). As a fiduciary, Level Four prioritizes transparency and proactive communication, seeking to simplify complex financial landscapes while maintaining a high standard of care in portfolio construction and asset selection.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Level Four Advisory Services, LLC.
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Frequently asked questions
How is the simulated portfolio for Level Four Advisory Services, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Level Four Advisory Services, LLC's largest holding?
As of the latest filing, Level Four Advisory Services, LLC's top position is Apple Inc (AAPL), representing 19.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Level Four Advisory Services, LLC's historical performance and risk profile?
Our simulation indicates a total return of +32.8% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 4.72, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Level Four Advisory Services, LLC primarily invest in?
Level Four Advisory Services, LLC has a strong preference for the Semiconductors sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Level Four Advisory Services, LLC's portfolio concentrated or diversified?
Level Four Advisory Services, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Level Four Advisory Services, LLC performed in 2026?
Our AI-simulated model portfolio for Level Four Advisory Services, LLC tracks a Year-to-Date (YTD) return of +23.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Edmon Tomes manage Level Four Advisory Services, LLC directly?
Yes, Edmon Tomes serves as the key portfolio manager for Level Four Advisory Services, LLC, overseeing the investment strategy and final capital allocation decisions.