V
$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-11-2014
- Office Locations
- 1
Office Locations
-- Bellingham WA
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.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$126.2K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
TIMOTHY COOKE VAIL
Owner, Portfolio Manager, President
- CRD
- #5626147
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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