Season Investments, LLC

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Client assets under management

$114,377,062

Clients

49% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,525,027

About

Season Investments, LLC provides discretionary portfolio management, financial planning, and investment and wealth consulting to individuals (including high-net-worth clients), trusts, institutions and other entities. The firm also acts as adviser and sponsor to a private pooled vehicle, the Season Investments Alternative Credit & Equity Fund, LP, and offers investment advice spanning traditional and alternative assets.

The firm combines long-term target allocations with active risk management and uses a mix of strategies such as trend-following, manager/alpha allocations and alternative investments; it may engage sub‑advisers to manage portions of client accounts. Season charges customary percentage-of-assets advisory fees for managed accounts, and from time to time employs performance‑based compensation or allocations tied to specific investments (including arrangements related to its Fund); it also discloses performance results in certain materials.

Noteworthy for a firm of its size, Season sponsors and manages a private fund and provides portfolio management for pooled vehicles, and its strategies and fund documents describe use of derivatives, hedging and leverage in pursuing risk‑adjusted returns. The firm’s brochure discloses a past regulatory examination and consent order arising from third‑party fraud in a third‑party real estate lending program; the firm reports it completed remediation and repaid affected clients, and an industry peer review found no breach of professional standards.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Active portfolio management

Fee options

Fixed

Fixed quarterly fee for consulting services, subject to negotiation

Percentage

$0 - $250,000: 1.50% $250,001 - $2,500,000: 1.00% $2,500,001 - $25,000,000: 0.50% $25,000,001+: Negotiable

Project-based

Hourly fee for consulting services, subject to negotiation

Performance-based

10% performance allocation on net profits for the Fund; charged to qualified clients only

Other

Minimum fee: Minimum quarterly fee of $2,500

Main office location

Season Investments, LLC

102 S Tejon St, #750

Colorado Springs CO 80903, United States

Number of offices

Most active in

California · Colorado · Nebraska · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 719-528-8400

Advisors at this firm

David H

CFA®

Colorado Springs, CO

Season Investments, LLC

David Houle is a CFA® charterholder with 15 years of experience in financial advising, currently serving at Season Investments, LLC since 2011. He is based in Colorado Springs, CO. Outside of his advisory role, he is a managing member of White Space Companies, LLC, a wine industry business. Season Investments serves individual and institutional clients, including high-net-worth households, trusts, pension plans, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and investment consulting. The firm integrates long-term target allocations with active risk management and a multi-disciplinary analytical approach across public and alternative investments.

Private / alternative investments Active portfolio management

Logan H

Series 65, Series 66

Colorado Springs, CO

Season Investments, LLC

Logan Haag is a financial advisor at Season Investments, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Season Investments since 2019. Prior to that, he held roles in construction, travel, and a church organization. Logan also works as an independent life insurance agent. Season Investments serves individual and institutional clients, including high-net-worth households, trusts, pension plans, and pooled investment vehicles. The firm provides discretionary portfolio management, financial planning, and investment consulting, employing a multi-disciplinary approach that combines long-term target allocations with active risk management.

Private / alternative investments Active portfolio management

Elliott O

CFA®, Series 66

Colorado Springs, CO

Season Investments, LLC

Elliott Orsillo is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Season Investments, LLC since 2011. He holds a Series 66 license and is based in Colorado Springs, CO. Outside of his advisory role, he manages Homeschool Solutions, LLC, a homeschool software business. Season Investments provides discretionary portfolio management, financial planning, and investment consulting to individual and institutional clients, including high-net-worth households, trusts, and pension plans. The firm integrates a multi-disciplinary analytical approach with active risk management and sponsors private alternative credit and equity funds alongside managing pooled investment vehicles.

Private / alternative investments Active portfolio management

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