LP Profile

Marble Trail Advisors

Also known as marble trail

Wealth ManagerMiddlebury, United StatesFounded 2010
$583M
Assets Under Management
Middlebury
Headquarters
Investment Focus

About Marble Trail Advisors

Marble Trail Advisors, operating as Marble Trail Financial, is an investment advisory and accounting firm based in Middlebury, Vermont, founded in 2010. It manages about $583 million in assets. The firm serves individuals, families and businesses, using a holistic and personalized approach. Its services cover investments, personal budgets, taxes and business finances, with the aim of helping clients manage and grow their financial resources and pursue personalized goals. The firm states that it is built on a foundation of integrity.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Marble Trail Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$582.7M
Total Clients
1,446
Filing Date
February 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Marble Trail Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Marble Trail Advisors?

Marble Trail Advisors is a wealth manager based in Middlebury, United States, managing approximately $583M in assets.

Where is Marble Trail Advisors headquartered?

Marble Trail Advisors is headquartered in Middlebury, United States.

How much does Marble Trail Advisors manage?

Marble Trail Advisors manages approximately $583M in assets under management.

When was Marble Trail Advisors founded?

Marble Trail Advisors was founded in 2010.

How can I contact Marble Trail Advisors?

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