# Four Seasons Investment Management, Inc.

> Four Seasons Investment Management, Inc. is a state-registered investment advisory firm, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 114958
- Filed as: FOUR SEASONS INVESTMENT MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114958
- AdvisorCensus page: https://advisorcensus.com/firm/four-seasons-investment-management-inc-114958

## Quick answers

**How is Four Seasons Investment Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Four Seasons Investment Management, 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.

**Is Four Seasons Investment Management, Inc. registered with the SEC or a state?**
Four Seasons Investment Management, Inc. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 114958.

**How much does Four Seasons Investment Management, Inc. manage?**
Four Seasons Investment Management, Inc. reports $26,720,162 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Four Seasons Investment Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (7).

**Does Four Seasons Investment Management, 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/114958

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $26,720,162
- Discretionary: $26,720,162
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,686,833 |
| High net worth individuals | 7 | $19,033,329 |

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

### Firm details
- Registered since: 1998 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialplanning4.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Four Seasons Investment Management, Inc. (CRD 114958): Form ADV filing data as of October 2026.