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Also chief planning officer of Trail Ridge Wealth Management, Inc. and a control person, since September 2016."},{"label":"Jeffrey Kadavy","detail":"Chief compliance officer in the 25% to 50% ownership band and a control person, since March 2017. Also a president and ceo of Trail Ridge Wealth Management, Inc. in the 25% to 50% band and a control person, since March 2017."},{"label":"Mark Kerwood","detail":"Investment strategist in the 10% to 25% ownership band and a control person, since March 2017. Also chief financial officer of Trail Ridge Wealth Management, Inc. and a control person, since March 2017."},{"label":"Peter Loritz","detail":"Principal in the 10% to 25% ownership band and a control person, since March 2017. Also chief fiduciary officer of Trail Ridge Wealth Management, Inc. and a control person, since March 2017."},{"label":"Trail Ridge Wealth Management, Inc.","detail":"Owner in the 75% or more ownership band and a control person, since March 2017."},{"label":"Jacqueline Zipser","detail":"Indirect owner: board member of Trail Ridge Wealth Management, Inc., since March 2017.","parent":"Trail Ridge Wealth Management, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":2,"addresses":[{"street":"2020 Caribou Drive, Suite 102","city":"Fort Collins","headquarters":true},{"street":"7887 East Belleview Avenue","city":"Denver"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"970-305-5150","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":35},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":47},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"9 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284741/PDF/284741.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013852","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Trail Ridge Investment Advisors have?","answer":"Trail Ridge Investment Advisors has 230 clients and manages $353 million for them, as of March 2026. They include 107 individual clients, 68 other clients and 51 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Trail Ridge Investment Advisors offer?","answer":"Trail Ridge Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Trail Ridge Investment Advisors use?","answer":"Trail Ridge Investment Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $331M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Trail Ridge Investment Advisors have?","answer":"Trail Ridge Investment Advisors has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Trail Ridge Investment Advisors invest in?","answer":"At the end of its last fiscal year, Trail Ridge Investment Advisors’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 10% investment grade corporate bonds, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Trail Ridge Investment Advisors?","answer":"Trail Ridge Investment Advisors’ direct owners are David Jones (10% to 25%), Jeffrey Kadavy (25% to 50%), Mark Kerwood (10% to 25%), Peter Loritz (10% to 25%) and Trail Ridge Wealth Management, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Trail Ridge Investment Advisors get paid?","answer":"Trail Ridge Investment Advisors is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Trail Ridge Investment Advisors?","answer":"Trail Ridge Investment Advisors’ main office is at 2020 Caribou Drive, Suite 102, Fort Collins, CO 80525. Its phone number is 970-305-5150. 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