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MARBLE TRAIL ADVISORS
Legal name: ADDISON ADVISORS LLC
CRD 154744File 801-115308
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$582.7M
Above cohort median (national)
Discretionary AUM
$581.8M
Non-discretionary $928K
Clients
368
1,446 accounts
Employees
9
Above cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 21, 2019
- Principal office
- 88 MAIN STREET, MIDDLEBURY, VT, 05753
- Phone
- 802-388-6300
- Website
- HTTP://WWW.MARBLETRAIL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $582.7M
- Discretionary AUM
- $581.8M
- Non-discretionary AUM
- $928K
- Discretionary accounts
- 1,444
- Non-discretionary accounts
- 2
- Total accounts
- 1,446
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $820K |
| High net worth individuals | 188 | $483.4M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 180 | $95.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 339 | 368 | increased by29 |
| Mar 1, 2026 | AUM | $490,221,306 | $582,695,913 | increased by$92,474,607 |
| Mar 1, 2026 | Accounts | 1,302 | 1,446 | increased by144 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 269 | 339 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $358,453,707 | $490,221,306 | increased by$131,767,599 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 892 | 1,302 | increased by410 |
| Apr 1, 2022 | Employees | 5 | 10 | increased by5 |
| Apr 1, 2022 | Clients | 160 | 269 | increased by109 |
| Apr 1, 2022 | AUM | $197,231,770 | $358,453,707 | increased by$161,221,937 |
| Apr 1, 2022 | Accounts | 578 | 892 | increased by314 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARBLE TRAIL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARBLE TRAIL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.