MIDDLEBURY, VTCRD 154744Latest ADV February 17, 2026
Marble Trail Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middlebury, VT. Its latest Form ADV filing, dated February 17, 2026, reports $583M in regulatory assets under management, 9 employees, 1 office, and 1,446 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
188
2
Individuals
48.9%
180
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$583Mas of February 17, 2026
Discretionary99.8%
$582M
100% of total RAUM99.8%
Non-discretionary0.2%
$928K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$583M
Total Accounts1,446
10Y AUM Change+$465M (+393.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee41:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.