LEVEL FOUR ADVISORY SERVICES, LLC

UUIDd02d9022-db72-523c-be54-a2f0628b3e94

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	134086	134086	—	1.0
sec_file_number	801-66368	801-66368	—	—

HQ CityDALLAS

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
CARR, RIGGS & INGRAM CAPITAL, L.L.C.	MEMBER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CCP FEEDER I-CRI, LLC	LIMITED PARTNER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CCP V AIV HOLDINGS - CRI, L.P.	MEMBER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CCP V AIV I, L.P.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CCP V CRI AGGREGATOR L.P.	MEMBER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CRI ADVISORS, LLC	MEMBER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CRI GROUP, LLC	MEMBER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LEVEL FOUR GROUP, LLC	MEMBER	OFFICER	—	{"filing_id": "2015606", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TOMES, EDMON, JACOB	ELECTED MANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2015606", "owner_id": "3181660", "source": "adv_part1", "table": "Schedule_A_B"}
ZACHA, JILL, MARIE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015606", "owner_id": "2583663", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.