Level Equity
New York, NY·SEC-registered · CRD #160016
Level Equity is an SEC-registered investment advisory firm in New York, NY managing $6.5B across 18 client accounts, with 46 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.5B
Client accounts
18
Advisory staff
46
Fee model
Fee-only
How Level Equity is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Level Equity
How much does Level Equity manage?
Per its most recent SEC Form ADV filing (03/31/2026), Level Equity reports $6.5B in regulatory assets under management across roughly 18 client accounts.
How does Level Equity charge?
Level Equity is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Level Equity a fiduciary?
Yes. Level Equity is registered with the U.S. Securities and Exchange Commission (CRD #160016), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Level Equity taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Level Equity and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Level Equity's public SEC Form ADV filing (CRD #160016, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Level Equity. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Level Equity? Claim this profile.