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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.