CRD: 158070
Season Investments, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-07-2011
- Office Locations
- 1
Office Locations
About Season Investments, LLC
Season Investments, LLC is a Colorado Springs-based RIA serving retail and institutional clients with asset management and financial planning, including portfolio construction, tax planning, insurance, and charitable giving. Investment approach emphasizes asset allocation and risk management, using mutual funds/ETFs and public equity alongside alternatives such as private equity, real estate, hedge funds, and private placements. Operates on Black Diamond; custody at Schwab.
Team overview
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Investment Vehicles
Platform
Services
Technology
Owner & Executives
LOGAN KIEHL HAAG
Chief Compliance Officer, Independent Director
- CRD
- #5485985
- Ownership
- Less than 5%
DAVID ANDREW HOULE
Chief Executive Officer, Investment Advisor
- CRD
- #5763948
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,692,694 | $558,366 |
| Non-Discretionary | $0 | -- |
| Total | $159,692,694 | $558,366 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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