Investment adviser · CRD 284741
TRAIL RIDGE INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
FORT COLLINS, CO, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $353M Form ADV · Item 5.F
- Client accounts
- 465 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $192,606,718 | 54.6% |
| Other clients | 68 | $85,788,338 | 24.3% |
| Individuals | 107 | $49,027,856 | 13.9% |
| Insurance companies | Fewer than 5 | $14,800,301 | 4.2% |
| Charities | Fewer than 5 | $10,689,287 | 3.0% |
Filing source
Form ADV 2068009 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
2020 CARIBOU DRIVE, SUITE 102FORT COLLINS, CO, 80525, United States
CRD 284741
Filing source
Form ADV 2068009 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.