# Marble Trail Advisors

Marble Trail Advisors is a Bank / Wealth / Trust based in Middlebury, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Middlebury, United States
- **Region:** North America
- **Address:** Middlebury, VT, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** marbletrail.com
- **LinkedIn:** https://www.linkedin.com/company/addison-advisors-llc

## Regulatory record

- **CRD number:** 154744
- **SEC file number:** 801-115308
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154744

## About

Marble Trail Advisors was founded in 2010 and is headquartered in Middlebury, Vermont. The firm is structured as a registered investment advisor, a legal designation that imposes a fiduciary duty to act in clients' best interests. Its client base spans individuals, high-net-worth families, and institutional accounts such as corporate pension plans and foundations, reflecting the blend of personal and pooled capital typical of community-anchored RIAs. The firm's Vermont location places it outside major financial centers, which shapes a sourcing model reliant on local relationships and direct client engagement. The firm's investment strategy centers on asset allocation, manager selection, and financial planning delivered as an integrated service. The firm does not operate proprietary funds — a posture that distinguishes it from asset managers with in-house product manufacturing. New England and the broader northeastern United States form its primary geographic footprint. The team size and total assets under management are not publicly reported. Marble Trail maintains a single office in Middlebury and has not disclosed adjacent philanthropic or operating entities. In the absence of public staffing data or recent press, the firm's operational tempo remains opaque — no personnel moves, fund closes, or strategic shifts have been reported in the last 24 months. This information scarcity is characteristic of smaller RIAs that serve a defined local client base without pursuing institutional media coverage. Marble Trail's primary structural distinction is its fiduciary-only, non-broker-dealer posture. Unlike hybrid RIAs that also earn commissions on product sales, a pure RIA model aligns advisor compensation with client outcomes through fee-only billing.

## Questions

### Is Marble Trail Advisors a fiduciary?

Yes. Marble Trail Advisors is organized as a registered investment advisor (RIA), a legal structure that imposes a fiduciary duty to act in clients' best interests. This distinguishes the firm from broker-dealers, who operate under a suitability standard that permits conflicts of interest when products are still deemed appropriate. The RIA designation is a permanent structural feature, not a marketing claim. The firm's fee-only, non-commission posture reinforces this obligation.

### Does Marble Trail Advisors manage proprietary investment products?

No. Based on its public regulatory profile, Marble Trail does not sponsor proprietary mutual funds, ETFs, or private vehicles. The firm operates as an open-architecture advisor, constructing client portfolios from third-party managers and securities. This posture eliminates the conflict of interest inherent in firms that both manufacture and distribute investment products, where the incentive to place in-house funds can override client-specific suitability considerations.

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Last updated: 2026-08-11T02:43:31.692Z

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