TRAIL RIDGE INVESTMENT ADVISORS, LLC

CRD 284741File 801-114051

APPROVED

Retail clients

Custody

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$352.9M

Below cohort median (national)

Discretionary AUM

$346.3M

Non-discretionary $6.6M

Clients

162

465 accounts

Employees

Above cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Sep 25, 2018
Principal office: 2020 CARIBOU DRIVE, SUITE 102, FORT COLLINS, CO, 80525
Phone: 970 305-5150
Website: https://www.trailridgewm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $352.9M
Discretionary AUM: $346.3M
Non-discretionary AUM: $6.6M
Discretionary accounts: 460
Non-discretionary accounts: 5
Total accounts: 465
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	Fewer than 5	$14.8M
Charitable organizations	Fewer than 5	$10.7M
High net worth individuals	51	$192.6M
Individuals (other than high net worth individuals)	107	$49.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — FINANCIAL PLANNING SUBSCRIPTION FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	230	162
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.