David Houle
Season Investments · Colorado Springs, Colorado
David Houle is a fee-only financial advisor at Season Investments in Colorado Springs, Colorado, who holds the CFA credential. Season Investments reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Season Investments |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $159.7M across 286 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 5763948 |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.seasoninvestments.com |
| Profile |
How David's firm compares
- Season Investments's average account is about $558,000, from its Form ADV (assets managed divided by 286 accounts).
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Questions about David
Is David Houle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Season Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Season Investments, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is David Houle based?
David Houle is based in Colorado Springs, Colorado.
What credentials does David Houle hold?
David Houle holds the CFA credential.
Is David Houle registered with the SEC?
Yes. David Houle is registered as an investment adviser representative in CA, CO and TX (CRD 5763948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Season Investments manage?
Season Investments reports $159.7M across 286 accounts in assets under management.
How do I contact David Houle?
Through David's website, www.seasoninvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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