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, limited liability RIA that registered with the SEC in 2019. The firm serves individual and family clients and bills using a mix of percentage-of-AUM, fixed fees and other fee arrangements. Its advisory services as reported include financial planning, portfolio management for individuals and small businesses, pension-related consulting services, and the selection of other advisers. The record flags Marble Trail Advisors as a capital allocator and lists an accountant among its industry affiliations. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser.
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 5Skylar 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 332Active vs passive
$365M in ETFs
74%
$272M
14%
$93.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $21.6M | 432,060 | 5.91% |
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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