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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARBLE TRAIL ADVISORS

ADDISON ADVISORS LLC, CRD 154744

MIDDLEBURY, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baaa1a1a-3303-b54e-0eac-b5bd7a0a3c3e

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Apr 18, 2019 to Feb 17, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $583MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $582M
Private client RAUM: $579MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $146Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,446
Individual clients: 180
High net worth clients: 188
SEC number: 801-115308
CRD: 154744
Filings on the tape: 17
First filed: Apr 18, 2019
Latest filed: Feb 17, 2026
Organised: Limited Liability Company, VT
Website: marbletrail.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD HARVEY DEVOST	n/a	MIDDLEBURY, VT	13	16	n/a	no
Skylar Gregory Atkins	n/a	MIDDLEBURY, VT	5	20	n/a	no
Eileen Lela McCaffrey	Certified Financial Planner	MIDDLEBURY, VT	4	21	n/a	no
Stephen Wendall Boyce	n/a	MIDDLEBURY, VT	0	27	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEVOST, DONALD, HARVEY	Owner	C	yes	01/2019	Apr 18, 2019	Apr 1, 2024
DEVOST, DONALD, HARVEY	PRINCIPAL/CHIEF COMPLIANCE OFFICER	Na	yes	06/2010	Apr 18, 2019	Apr 1, 2024
MARBLE TRAIL FINANCIAL, LLC	Owner	E	yes	01/2019	Apr 18, 2019	Apr 1, 2024
WOOTTEN, MATTHEW, PERRY	Owner	C	yes	01/2019	Apr 18, 2019	Apr 1, 2024
WOOTTEN, MATTHEW, PERRY	Principal	Na	yes	03/2014	Apr 18, 2019	Apr 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARBLE TRAIL FINANCIAL	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Yarmouth	Me	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 17, 2026	$583M	$582M	9	6	1	n/a	n/a
2024	Feb 13, 2025	$490M	$487M	9	5	1	n/a	n/a
2023	Mar 22, 2024	$408M	$401M	9	5	1	n/a	n/a
2022	Feb 7, 2023	$319M	$311M	8	5	1	n/a	n/a
2021	Mar 8, 2022	$358M	$351M	10	6	1	n/a	n/a
2020	Jan 29, 2021	$197M	$193M	5	3	0	n/a	n/a
2019	Feb 6, 2020	$160M	$157M	5	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	50.0%	0	1	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$583M	$490M	18.9%	$319M	22.3%	9	9	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BROAD COVE CAPITAL	2	Nov 8, 2021	Oct 28, 2021	CUMBERLAND FORESIDE, ME	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (9)

← Stephen Wendall BoyceAdvisorregistration: current employment
Oct 20, 2025 to presentfactForm ADV
← Eileen Lela McCaffreyAdvisorregistration: current employment
Jan 18, 2022 to presentfactForm ADV
← Skylar Gregory AtkinsAdvisorregistration: current employment
May 14, 2021 to presentfactForm ADV
← DONALD HARVEY DEVOSTAdvisorregistration: current employment
Jun 24, 2013 to presentfactForm ADV
← MATTHEW PERRY WOOTTENAdvisorregistration: previous registration
Mar 19, 2014 to Jul 7, 2026factForm ADV
← MEGAN STEWART MANDIGOAdvisorregistration: previous registration
Jun 28, 2022 to Jun 1, 2026factForm ADV
← MATTHEW EDWARD DAHLGREN DAIGNEAULTAdvisorregistration: previous registration
Oct 28, 2021 to Oct 31, 2022factForm ADV
← Gerrit Paul PetersonsAdvisorregistration: previous registration
Oct 28, 2021 to Jun 13, 2022factForm ADV
← Malissa M MarshallAdvisorregistration: previous registration
Sep 13, 2017 to Nov 17, 2018factForm ADV

Controls (3)

← WOOTTEN, MATTHEW, PERRYOwnerOWNER, ownership code C, individual
Apr 18, 2019 to Apr 1, 2024factForm ADV
← DEVOST, DONALD, HARVEYOwnerOWNER, ownership code C, individual
Apr 18, 2019 to Apr 1, 2024factForm ADV
← MARBLE TRAIL FINANCIAL, LLCOwnerOWNER, ownership code E, domestic entity
Apr 18, 2019 to Apr 1, 2024factForm ADV

Moved with (1)

← BROAD COVE CAPITALRegistered adviser2 advisors, team lift out, same day
Nov 8, 2021 to Oct 28, 2021factForm ADV

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
Matthew Perry Wootten left Marble Trail Advisors for Silver Birch Financial Llc (registered 2026-05-11)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2026
Advisor changed firm
Megan Stewart Mandigo left Marble Trail Advisors for Silver Birch Financial Llc (registered 2026-06-02)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2022
Advisor changed firm
Matthew Edward Dahlgren Daigneault left Marble Trail Advisors for Aries Wealth Management, Llc (registered 2022-11-01)
Form ADVobserved 4 days ago
Occurred
Jun 13, 2022
Advisor changed firm
Gerrit Paul Petersons left Marble Trail Advisors for Robinson Smith Wealth Advisors, Llc (registered 2022-08-16)
Form ADVobserved 4 days ago
Occurred
Mar 8, 2022
Regulatory AUM changed
Marble Trail Advisors reported RAUM $358.5M, up 82% from $197.2M (2021-10-28 to 2022-03-08)
Form ADVobserved 4 days ago
$161M
Occurred
Apr 18, 2019
First Form ADV filing
Marble Trail Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:baaa1a1a-3303-b54e-0eac-b5bd7a0a3c3e
First observed: Apr 18, 2019
Last observed: Feb 17, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARBLE TRAIL ADVISORS

ADDISON ADVISORS LLC, CRD 154744

MIDDLEBURY, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:baaa1a1a-3303-b54e-0eac-b5bd7a0a3c3e

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD HARVEY DEVOST

n/a

MIDDLEBURY, VT

n/a

Skylar Gregory Atkins

n/a

MIDDLEBURY, VT

n/a

Eileen Lela McCaffrey

Certified Financial Planner

MIDDLEBURY, VT

n/a

Stephen Wendall Boyce

n/a

MIDDLEBURY, VT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEVOST, DONALD, HARVEY

Owner

yes

01/2019

Apr 18, 2019

Apr 1, 2024

DEVOST, DONALD, HARVEY

PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

06/2010

Apr 18, 2019

Apr 1, 2024

MARBLE TRAIL FINANCIAL, LLC

Owner

yes

01/2019

Apr 18, 2019

Apr 1, 2024

WOOTTEN, MATTHEW, PERRY

Owner

yes

01/2019

Apr 18, 2019

Apr 1, 2024

WOOTTEN, MATTHEW, PERRY

Principal

yes

03/2014

Apr 18, 2019

Apr 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARBLE TRAIL FINANCIAL

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Yarmouth

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$583M

$582M

n/a

2024

Feb 13, 2025

$490M

$487M

n/a

2023

Mar 22, 2024

$408M

$401M

n/a

2022

Feb 7, 2023

$319M

$311M

n/a

2021

Mar 8, 2022

$358M

$351M

n/a

2020

Jan 29, 2021

$197M

$193M

n/a

2019

Feb 6, 2020

$160M

$157M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

50.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$583M

$490M

18.9%

$319M

22.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BROAD COVE CAPITAL

Nov 8, 2021

Oct 28, 2021

CUMBERLAND FORESIDE, ME

Team lift out

RIA to RIA

66.7%