CRD: 132375
Four Seasons Investment Advisors, Inc.
$106.8M Total AUM
$106.8M Disc. AUM
-- 3Y CAGR
3 Employees
666 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
1120 E Main St. Montrose CO
About Four Seasons Investment Advisors, Inc.
Four Seasons Investment Advisors is an independent, fee-only RIA in Western Colorado providing investment management and financial planning for individuals, small businesses, and nonprofits. The firm emphasizes objective, commission-free advice and portfolio construction using diversified allocations, including ETFs and index funds, typically custodied at Schwab.
Team overview
61 AVG AGE
$106.8M AVG AUM / ADVISOR
$160.4K AVG AUM / CLIENT
20.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Prime Unison signal
Client Personas
Signal horizon
Investment Themes
Atlas summit Optima legacy Ember Peak
Investment Vehicles
Radial atlas Insight
Services
Pathway Wave Crest ember Beacon Quantum vertex Value pioneer Ridge Radial Element
Owner & Executives
CRAIG ARTHUR WOLVERTON
Investment Advisor, President
- CRD
- #3229179
- Ownership
- 75% or more
(256) 459-8595
element.glacier@vertexcapital.com
in linkedin.com/in/crest-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,805,439 | -- |
| Non-Discretionary | $0 | -- |
| Total | $106,805,439 | -- |
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Separately Managed Accounts
Total SMA Asset: $106,805,439
Public Funds:
33.3% Cash:
40.6% Equity - Exchange:
26.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,784,232,151 | 33.3% |
| Cash | $2,175,370,130 | 40.6% |
| Equity - Exchange | $1,398,452,226 | 26.1% |
| Total | $5,358,054,507 | 100.0% |