Four Seasons Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,720,162
Total clients
36
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$742,227
About
Four Seasons Investment Management provides discretionary investment management to individuals and families through an all‑inclusive wrap fee program and, as of December 31, 2025, managed approximately $26.7 million for roughly 36 clients. The wrap program combines portfolio management with custodial, reporting and most trading services, and the firm requires client assets be held at an independent qualified custodian.
The firm pursues an actively managed, diversified approach, using fundamental, technical and cyclical analysis to construct portfolios across stocks, bonds, mutual funds and ETFs and may employ both short‑ and long‑term positions and option strategies. Client accounts are reviewed at least quarterly by the firm’s president and adjusted or rebalanced as appropriate within client‑defined objectives and risk profiles.
Distinctively, Four Seasons acts as both the sponsor of its wrap program and the sole portfolio manager, a structure the brochure identifies as creating a potential conflict because trading costs are paid through the wrap fee; the firm discloses this conflict and states policies intended to address it. The firm has shifted away from offering standalone financial planning and does not charge performance‑based fees, concentrating its advisory business on the internally managed wrap program.
Client services
Fee options
up to 1.0% annually
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Four Seasons Investment Management, Inc.
Brenham TX, United States
Number of offices
1
Forms ADV
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