# Trail Ridge Investment Advisors, LLC

> Trail Ridge Investment Advisors, LLC is an SEC-registered investment advisory firm in Fort Collins, CO, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 284741
- Filed as: TRAIL RIDGE INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284741
- AdvisorCensus page: https://advisorcensus.com/firm/trail-ridge-investment-advisors-llc-fort-collins-co-284741

## Quick answers

**How is Trail Ridge Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trail Ridge Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Trail Ridge Investment Advisors, LLC located?**
Trail Ridge Investment Advisors, LLC's principal office is in Fort Collins, CO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Trail Ridge Investment Advisors, LLC registered with the SEC or a state?**
Trail Ridge Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 284741.

**How much does Trail Ridge Investment Advisors, LLC manage?**
Trail Ridge Investment Advisors, LLC reports $352,912,500 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (98% discretionary).

**How have Trail Ridge Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trail Ridge Investment Advisors, LLC: Regulatory assets under management: $180,212,387 in the October 2021 data and $352,912,500 in the October 2026 data, up 96%. Total employees: 5 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trail Ridge Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); other (68); high net worth individuals (51).

**Which custodians does Trail Ridge Investment Advisors, LLC use?**
Trail Ridge Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Trail Ridge Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284741

**What changed in Trail Ridge Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $294,282,585 to $352,912,500 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $352,912,500
- Discretionary: $346,291,142
- Non-discretionary: $6,621,358

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $49,027,856 |
| High net worth individuals | 51 | $192,606,718 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $10,689,287 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $14,800,301 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 68 | $85,788,338 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Denver, CO

### Websites listed on Form ADV (Item 1.I)
- trailridgewm.com
- LinkedIn @trail-ridge-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,212,387 | 5 | August 3, 2021 |
| October 2022 | $248,684,722 | 7 | March 24, 2022 |
| October 2023 | $213,586,916 | 7 | March 24, 2023 |
| October 2024 | $249,927,549 | 7 | March 27, 2024 |
| October 2025 | $294,282,585 | 13 | May 3, 2025 |
| October 2026 | $352,912,500 | 11 | March 9, 2026 |

Regulatory assets under management: $180,212,387 in the October 2021 data and $352,912,500 in the October 2026 data, up 96%.
Total employees: 5 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $294,282,585 to $352,912,500 (+20%).

### January 2026
- No longer registered or notice-filed in CA, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trail Ridge Investment Advisors, LLC (CRD 284741): Form ADV filing data as of October 2026.