Wealth Manager
    SEC Registered
    Manages Private Funds

    Marble Trail Advisors

    Registered investment advisor · Middlebury, Vermont · CRD #154744

    Assets Under Management
    $583M
    Client Accounts
    1,446
    Employees
    9
    CRD Number
    154744
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Marble Trail Advisors

    Marble Trail Advisors offers financial planning, portfolio management, and pension consulting services. Founded in 2010, it operates with a small team committed to fiduciary standards. For fees and detailed services, contact the advisor directly.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Marble Trail Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Marble Trail Advisors's AUM?

    Marble Trail Advisors reports approximately $583M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Marble Trail Advisors headquartered?

    Marble Trail Advisors is headquartered in Middlebury, Vermont.

    What is Marble Trail Advisors's CRD number?

    Marble Trail Advisors's CRD number is 154744. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Marble Trail Advisors manage?

    Marble Trail Advisors manages approximately 1,446 client accounts according to its latest SEC filing.

    Is Marble Trail Advisors SEC registered?

    Yes, Marble Trail Advisors is registered with the SEC as an investment adviser with an approved registration status.

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