Firm profile

SEASON INVESTMENTS, LLC

COLORADO SPRINGS, COCRD 158070Latest ADV March 23, 2026

Season Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated March 23, 2026, reports $160M in regulatory assets under management, 3 employees, and 286 accounts.

Assets Under Management
$160M
Employees
3
Offices
--
Total Clients
76
Primary office
COLORADO SPRINGS, CO
102 S TEJON ST, #750, COLORADO SPRINGS, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid A. Houle
CCOLogan K. Haag
CIOElliott J. Orsillo

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
38
2
HNWI
48.7%
37
3
Pooled Investment Vehicles
1.3%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$160Mas of March 23, 2026
Discretionary100.0%
$160M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$160M
Total Accounts286
10Y AUM Change+$15M (+10.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee25:1
10Y Employee Change-1 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.