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CFA
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CFA

Elliott Orsillo

Season Investments, LLC
17 Years of Experience
Colorado Springs, CO
2 Disclosures
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Elliott Orsillo is a CFA-designated registered investment advisor at Season Investments, LLC, based in Colorado Springs, CO, with 17 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 76 clients with $160M in assets under management.

Season Investments, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
76 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$159.7M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $2.5M1.00%
$2.5M - $25.0M0.50%
$25M+0.50%

Fees on assets above $25,000,000 are negotiable. Season Investments may discount its fee schedule to 0.75% on assets up to $2,500,000 for immediate family members and waives fees for firm employees. Minimum quarterly fee of $2,500 applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

102 S Tejon St, #750, Colorado Springs, CO, 80903

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2018
Final
Customer Dispute
February 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Elliott is a managing member of DE Partners, LLC, a holding/consulting company, since 2009, dedicating minimal time. He also manages real estate/rentals for Orsillo Real Estate Ventures, LLC and manages homeschool software for Homeschool Solutions, LLC, dedicating a few hours per week to each.

Employment History
Current Registrations
Season Investments, LLC
November 2011 - Present · 14 yrs 11 mos
Previous Registrations
Huntley Thatcher Ellsworth, LTD.
June 2011 - December 2011 · 6 mos
Russell Implementation Services INC. Part of Russell InvestmentsBroker
June 2007 - April 2009 · 1 yr 10 mos
State Registrations3 states
CACOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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