Marble Trail Advisors
Firm details
- Headquarters
- Middlebury, Vermont
- CRD number
- 154744
- Registered since
- May 21, 2019
- Website
- www.marbletrail.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI82.95%
- Individuals16.39%
- Pension & Profit Sharing Plans0.52%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Marble Trail Advisors is an independent, SEC-registered investment adviser formed in 2019 that serves individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee model includes percentage-of-AUM fees, fixed fees and other fee arrangements. Marble Trail is not an active ESG investor and is not registered as a multi-state adviser. Citywire recognized the firm in 2023 as part of its "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities21%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 5
Skylar Atkins
Financial AdvisorCRD 7376833
Matthew Wootten
PrincipalCRD 4386014
Donald Devost
PrincipalCRD 5831328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$197M in ETFs
72%
$142M
15%
$55.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $13.4M | 56,605 | 6.79% |
Location
Middlebury, VT
Addison
Location
Middlebury, VT
Headquartered in Middlebury, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Addison
- Address
- 88 Main St
- Time zone
- ET (UTC-5)
- Office locations
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