# Four Seasons Investment Advisors, Inc.

> Four Seasons Investment Advisors, Inc. is a state-registered investment advisory firm in Montrose, CO, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 132375
- Filed as: FOUR SEASONS INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montrose, CO
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132375
- AdvisorCensus page: https://advisorcensus.com/firm/four-seasons-investment-advisors-inc-montrose-co-132375

## Quick answers

**How is Four Seasons Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Four Seasons Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Four Seasons Investment Advisors, Inc. located?**
Four Seasons Investment Advisors, Inc.'s principal office is in Montrose, CO, according to its Form ADV.

**Is Four Seasons Investment Advisors, Inc. registered with the SEC or a state?**
Four Seasons Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 132375.

**How much does Four Seasons Investment Advisors, Inc. manage?**
Four Seasons Investment Advisors, Inc. reports $106,805,439 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Four Seasons Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (627); high net worth individuals (28); charitable organizations (11).

**Does Four Seasons Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132375

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $106,805,439
- Discretionary: $106,805,439
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 627 | $57,037,583 |
| High net worth individuals | 28 | $47,579,326 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 11 | $2,188,530 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fourseasonsadvisors.com](https://fourseasonsadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Four Seasons Investment Advisors, Inc. (CRD 132375): Form ADV filing data as of October 2026.