CRD: 284741
Trail Ridge Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-07-2016
- Office Locations
- 1
Office Locations
About Trail Ridge Investment Advisors, LLC
Trail Ridge Investment Advisors (Trail Ridge Wealth Management) is a Fort Collins, CO investment adviser providing retirement planning, comprehensive financial planning, discretionary investment management, and trust/estate services for individuals and families, including entrepreneurs. Portfolios are built largely with ETFs and mutual funds, and the firm custodies assets with Charles Schwab (also Fidelity/NFS).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jeffrey Blaine Kadavy
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5735756
- Ownership
- 25% but less than 50%
David Chadwick Jones
Chief Planning Officer, Vice President
- CRD
- #6710729
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Jack Eugene Mannschreck
Investment Operations Analyst
- CRD
- #7439318
Jennifer Collins Sherman
Director
- CRD
- #7272688
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $346,291,142 | $752,807 |
| Non-Discretionary | $6,621,358 | $1,324,272 |
| Total | $352,912,500 | $758,952 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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