FORT COLLINS, COCRD 284741Latest ADV March 9, 2026
Trail Ridge Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated March 9, 2026, reports $353M in regulatory assets under management, 11 employees, 1 office, and 465 accounts.
Assets Under Management
$353M
Employees
11
Offices
1 office
Total Clients
230
Primary office
FORT COLLINS, CO
2020 CARIBOU DRIVE, SUITE 102, FORT COLLINS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.5% of total clients.
Top client categories% of clientsClients
1
Individuals
46.5%
107
2
Irrevocable Trusts/Estates
29.6%
68
3
HNWI
22.2%
51
4
Charitable
1.3%
3
5
Insurance Cos.
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of March 9, 2026
Discretionary98.1%
$346M
98% of total RAUM98.1%
Non-discretionary1.9%
$7M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$353M
Total Accounts465
10Y AUM Change+$246M (+228.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee21:1
10Y Employee Change+6 (+120.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.