Season Investments, LLC
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 158070
- Registered since
- June 12, 2020
- Website
- seasoninvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI60.04%
- Pooled Investment Vehicles28.38%
- Individuals11.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Season Investments, LLC is an independent, SEC-registered registered investment adviser operating as a limited liability company since 2020. The firm positions itself as a capital allocator that works with both individuals/families and institutional clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection and oversight of third‑party managers. The firm uses a mix of billing arrangements — percentage of assets under management, fixed fees, and performance-based fees — and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Private Funds12%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
David Houle
Chief Compliance OfficerCRD 5763948
Contacts
2 of 2
Elliott Orsillo
Director of InvestmentsCRD 5345898
Logan Haag
Director of OperationsCRD 5485985
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 102 S Tejon St
- Time zone
- MT (UTC-7)
- Office locations
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