Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors, LLC is an SEC-registered ria in Fort Collins, CO with $352.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Trail Ridge Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284741, SEC 801-114051, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $352.9M (2026-03-09)
- Firm type
- Ria
- Location
- Fort Collins, CO
- Employees
- 11
- Clients
- 229
- CRD
- 284741
- Ownership
- Jones, David, Chadwick; JORDAN, DAVID, CHARLES; Kadavy, Jeffrey, Blaine; Kerwood, Mark, Kenneth; Loritz, Peter, Bowen
How much AUM does Trail Ridge Investment Advisors, LLC have?
Trail Ridge Investment Advisors, LLC reported $352.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Trail Ridge Investment Advisors, LLC?
Disclosed owners and executives of Trail Ridge Investment Advisors, LLC include Jones, David, Chadwick, JORDAN, DAVID, CHARLES, Kadavy, Jeffrey, Blaine, Kerwood, Mark, Kenneth, Loritz, Peter, Bowen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.