Season Investments, LLC

Season Investments, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Colorado Springs, Colorado. On its latest Form ADV, filed March 23, 2026, it reports $160M in regulatory assets under management, 75 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	158070 · SEC file 801-118924
Office	102 S Tejon ST #750 Colorado Springs, CO 80903
Phone	(719) 528-8400
Website	www.seasoninvestments.com
Regulatory assets under management	$160M
Individual clients	38 non-high-net-worth, 37 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	3
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	March 23, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Colorado Springs

• Envoy Advisory Inc. $615M
• Altus Wealth Group, LLC $620M
• Intergy Private Wealth, LLC $603M
• Advisers Investment Management, Inc. $105M
• Seamount Financial Group Inc $745M
• Petra Financial Advisors Inc $447M

See all 35 fee-only advisers in Colorado Springs →

Nearby

• Castle Rock 6 firms