CRD: 132375
Four Seasons Investment Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 666 clients, or 666 clients per representative. That equates to $160.4K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Four Seasons Investment Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CRAIG ARTHUR WOLVERTON
Investment Advisor, President
- CRD
- #3229179
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Four Seasons Investment Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.