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FOUR SEASONS INVESTMENT ADVISORS, INC.

Advisory

MONTROSE, CO

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in CO
#511
of 720 advisers by AUM
Average account
$113K
across 948 accounts
AUM per adviser
$107M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM
$107M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$107M
Discretionary AUM$107M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients666
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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