A complete list of active advisors currently associated with Vail Ridge Capital, LLC

Warmer can help you find a great advisor at Vail Ridge Capital, LLC or one who fits your needs even better.

Vail Ridge Capital provides investment management and financial planning to individuals, high‑net‑worth clients, personal trusts, corporations and retirement plan sponsors. Services described in the brochure include portfolio management, written financial plans across retirement, education, estate, business succession and investment planning, and ERISA fiduciary services for qualified plans. The firm implements a core–satellite portfolio approach guided by an Investment Policy Statement tailored to each client, using ETFs, mutual funds, bonds and selected individual equities. Investment decisions draw on both fundamental and technical analysis with ongoing monitoring and periodic rebalancing; the brochure also discloses occasional use of leveraged/inverse ETFs and exchange‑traded notes, which carry distinct risk considerations. Noteworthy for a firm of its size, Vail Ridge explicitly supports retirement‑plan participant education and group enrollment meetings and will advise plan sponsors on QDIA selection and participant services — offerings that are less common among peers. The brochure discloses that the firm’s principal maintains professional fiduciary and wealth‑management credentials and other industry and community roles, and the firm offers both discretionary and non‑discretionary management while billing planning services separately.

To learn more about the advisors currently working at Vail Ridge Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Timothy Vail	Bellingham, WA	17

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