Trail Ridge Investment Advisors, LLC
● SEC registered since 2018CRD 284741SEC# 801-114051Fort Collins, CO
Reg. AUM
$352.9M
Employees
11
Accounts
465
Location
Fort Collins, CO
About Trail Ridge Investment Advisors
Trail Ridge Wealth Management combines financial planning, investment management, retirement guidance, estate coordination, and insurance planning. It helps clients set a destination, build a strategy, and adjust their plan as life develops.
Summary based on the firm’s website.
Trail Ridge Investment Advisors, LLC assets under management
Trail Ridge Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Fort Collins, CO. The firm has been registered since 2018. It reports $352.9 million in regulatory assets under management and employs 11 people.
Trail Ridge Investment Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Chadwick Jones Control | Chief Planning Officer | 10-25% | 2016 |
| David Charles Jordan Control | Chief Investment Officer | Under 5% | 2019 |
| Jeffrey Blaine Kadavy Control | Chief Compliance Officer | 25-50% | 2017 |
| Mark Kenneth Kerwood Control | Investment Strategist | 10-25% | 2017 |
| Peter Bowen Loritz Control | Principal | 10-25% | 2017 |
| Trail Ridge Wealth Management, Inc. Control | Owner | Over 75% | 2017 |
| David Chadwick Jones Control | Chief Planning Officer | — | 2016 |
| Jacqueline C Zipser | Board Member | — | 2017 |
| Jeffrey Blaine Kadavy Control | President And Ceo | 25-50% | 2017 |
| Mark Kenneth Kerwood Control | Chief Financial Officer | — | 2017 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trail Ridge Investment Advisors, LLC manage?
Trail Ridge Investment Advisors, LLC reports $352.9 million in regulatory assets under management on its Form ADV.
How many employees does Trail Ridge Investment Advisors, LLC have?
Trail Ridge Investment Advisors, LLC reports 11 employees.
Where is Trail Ridge Investment Advisors, LLC located?
Trail Ridge Investment Advisors, LLC is based in Fort Collins, CO and has been SEC-registered since 2018.
Does Trail Ridge Investment Advisors, LLC disclose fund performance?
Trail Ridge Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2020 Caribou Drive, Suite 102, Fort Collins, CO 80525 |
| Phone | 970 305-5150 |
| Fax | 970 305-4940 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$352.9M▲ 20%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,389 advisers
EmployeesTop 38%
More than 62% of 16,799 advisers
Assets under management
$352.9Mregulatory AUM
Discretionary $346.3MNon-discretionary $6.6M