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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-11-2014
- Office Locations
- 1
Office Locations
About Vail Ridge Capital, LLC
Vail Ridge Capital is a Bellingham, WA RIA providing real-time financial planning and investment management for dental practice owners, with tax planning and practice-oriented growth guidance. Led by owner/portfolio manager Timothy Cooke Vail, the firm emphasizes a rules-based approach designed to counter investor biases and drive measurable outcomes. Custody includes Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $126.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Vail Ridge Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY COOKE VAIL
Owner, Portfolio Manager, President
- CRD
- #5626147
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,532,520 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,532,520 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Vail Ridge Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.