TRAIL RIDGE INVESTMENT ADVISORS, LLC
CRD #284741 SEC #801-114051 FORT COLLINS, CO 970 305-5150
SEC Registered
Total AUM
$294.3M
Discretionary
$289M
Employees
13
Clients
11
Accounts
413
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $294.3M | $289M | $5.3M | 13 | 8 |
| Nov 2025 | $294.3M | $289M | $5.3M | 13 | 8 |
| Oct 2025 | $294.3M | $289M | $5.3M | 13 | 8 |
| Oct 2025 | $294.3M | $289M | $5.3M | 13 | 8 |
| May 2025 | $294.3M | $289M | $5.3M | 13 | 8 |
| Mar 2025 | $294.3M | $289M | $5.3M | 13 | 8 |
| Mar 2024 | $249.9M | $244.9M | $5M | 7 | 21 |
| Mar 2023 | $213.6M | $209.4M | $4.1M | 7 | 18 |
| Mar 2022 | $248.7M | $244M | $4.6M | 7 | 18 |
| Aug 2021 | $180.2M | $180.2M | $0 | 5 | 18 |
| Jun 2021 | $180.2M | $180.2M | $0 | 5 | 18 |
| Apr 2021 | $180.2M | $180.2M | $0 | 5 | 18 |
| Mar 2021 | $180.2M | $180.2M | $0 | 5 | 18 |
| Oct 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Sep 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Aug 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Jul 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Jun 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Apr 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Mar 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Mar 2020 | $149.5M | $149.5M | $0 | 5 | 0 |
| Jul 2019 | $102.2M | $102.2M | $0 | 5 | 0 |
| Jul 2019 | $102.2M | $102.2M | $0 | 5 | 0 |
| Jul 2019 | $102.2M | $102.2M | $0 | 5 | 0 |
| May 2019 | $102.2M | $102.2M | $0 | 5 | 0 |
| Mar 2019 | $102.2M | $102.2M | $0 | 5 | 0 |
| Jan 2019 | $107.4M | $107.4M | $0 | 5 | 0 |
| Oct 2018 | $107.4M | $107.4M | $0 | 5 | 0 |
| Aug 2018 | $107.4M | $107.4M | $0 | 5 | 0 |
| Aug 2018 | $107.4M | $107.4M | $0 | 5 | 0 |
DateDec 2025
Total AUM$294.3M
Discretionary$289M
Non-Disc.$5.3M
Employees13
Clients8
DateNov 2025
Total AUM$294.3M
Discretionary$289M
Non-Disc.$5.3M
Employees13
Clients8
DateOct 2025
Total AUM$294.3M
Discretionary$289M
Non-Disc.$5.3M
Employees13
Clients8
DateOct 2025
Total AUM$294.3M
Discretionary$289M
Non-Disc.$5.3M
Employees13
Clients8
DateMay 2025
Total AUM$294.3M
Discretionary$289M
Non-Disc.$5.3M
Employees13
Clients8
DateMar 2025
Total AUM$294.3M
Discretionary$289M
Non-Disc.$5.3M
Employees13
Clients8
DateMar 2024
Total AUM$249.9M
Discretionary$244.9M
Non-Disc.$5M
Employees7
Clients21
DateMar 2023
Total AUM$213.6M
Discretionary$209.4M
Non-Disc.$4.1M
Employees7
Clients18
DateMar 2022
Total AUM$248.7M
Discretionary$244M
Non-Disc.$4.6M
Employees7
Clients18
DateAug 2021
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees5
Clients18
DateJun 2021
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees5
Clients18
DateApr 2021
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees5
Clients18
DateMar 2021
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees5
Clients18
DateOct 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees5
Clients0