# TRAIL RIDGE INVESTMENT ADVISORS, LLC

TRAIL RIDGE INVESTMENT ADVISORS, LLC of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 284741
- Type: SEC-registered investment adviser
- SEC file number: 801-114051
- Location: 2020 CARIBOU DRIVE, SUITE 102, FORT COLLINS, CO, 80525
- Phone: 970 305-5150
- Latest filing: 2026-03-09
- Regulatory AUM: $352.9M
- Discretionary AUM: $346.3M
- Non-discretionary AUM: $6.6M
- Clients: 11
- Accounts: 465

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| David Chadwick Jones | CHIEF PLANNING OFFICER | — |
| Jeffrey Blaine Kadavy | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CEO | — |
| Mark Kenneth Kerwood | CHIEF FINANCIAL OFFICER; INVESTMENT STRATEGIST | — |
| Peter Bowen Loritz | CHIEF FIDUCIARY OFFICER; PRINCIPAL | — |
| Jacqueline C Zipser | BOARD MEMBER | — |
| David Charles Jordan | CHIEF INVESTMENT OFFICER | — |
| JORDAN DAVID CHARLES | CHIEF INVESTMENT OFFICER | — |
| Jones David Chadwick | CHIEF PLANNING OFFICER | — |
| Kadavy Jeffrey Blaine | CHIEF COMPLIANCE OFFICER; PRESIDENT & CEO | — |
| Kerwood Mark Kenneth | CHIEF FINANCIAL OFFICER; CHIEF INVESTMENT OFFICER; INVESTMENT STRATEGIST | — |
| Loritz Peter Bowen | CHIEF FIDUCIARY OFFICER; PRINCIPAL | — |
| Zipser Jacqueline C | BOARD MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284741/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284741/similar
- Related entities: https://search.stillhousedata.com/firm/284741/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284741

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.