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 |
|---|---|---|
Bellingham, WA
| 17
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")