DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Marble Trail Advisors
Legal name Addison Advisors LLC
Latest filing Feb 17, 2026
First filing on the tape Apr 18, 2019 · 17 filings
SEC status approved since May 21, 2019
RAUM
$583M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$579M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$146M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$583M as of Feb 17, 2026
Feb 6, 2020$160M then
HNW client RAUM$483M as of Feb 17, 2026
Feb 6, 2020$121M then
State-registered IARs (5.B.3)6 as of Feb 17, 2026
Feb 6, 20203 then
Employees (5.A)9 as of Feb 17, 2026
Feb 6, 20205 then
Private funds: no history
RAUM +19% over the last fiscal year+22% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Feb 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $146MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 92derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $402,971derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.6%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$483M83%
- Individuals$95.5M16%
- Pension and profit-sharing plans$3.0M0.5%
- Charitable organizations$820,0770.1%
- Individual clients
- 180reported
- HNW clients
- 188reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,446reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Donald Harvey Devost | Middlebury, Vt | Jun 24, 2013 | 16 y | 0 |
| Skylar Gregory Atkins | Middlebury, Vt | May 14, 2021 | 20 y | 0 |
| Eileen Lela MccaffreyCertified Financial Planner | Middlebury, Vt | Jan 18, 2022 | 21 y | 0 |
| Stephen Wendall Boyce | Middlebury, Vt | Oct 20, 2025 | 27 y | 0 |
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount2 left over 36 months
Left, latest
- Matthew Perry Wootten to Silver Birch Financial LLCJul 7, 2026 · RIA to a newly registered adviser
- Megan Stewart Mandigo to Silver Birch Financial LLCJun 1, 2026 · RIA to a newly registered adviser
- Matthew Edward Dahlgren Daigneault to Aries Wealth Management, LLCOct 31, 2022 · RIA to RIA
- Gerrit Paul Petersons to Robinson Smith Wealth Advisors, LLCJun 13, 2022 · RIA to RIA
- Malissa M Marshall to Soaring Wealth LLCNov 17, 2018 · RIA to a state-registered adviser
Joined, latest
- Matthew Edward Dahlgren Daigneault from Broad Cove CapitalOct 28, 2021 · RIA to RIA
- Gerrit Paul Petersons from Broad Cove CapitalOct 28, 2021 · RIA to RIA
- Matthew Perry Wootten from Rock Point Advisors, LLCMar 19, 2014 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Broad Cove CapitalNov 8, 2021 · Cumberland Foreside, Me
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Harvey Donald Devost · Principal/Chief Compliance Officercontrolsince 06/2010 · owns less than 5%
- Perry Matthew Wootten · Principalcontrolsince 03/2014 · owns less than 5%
- Harvey Donald Devost · Ownercontrolsince 01/2019 · owns 25% to 50% of Marble Trail Financial, LLC
- Perry Matthew Wootten · Ownercontrolsince 01/2019 · owns 25% to 50% of Marble Trail Financial, LLC
Entity owners
- Marble Trail Financial, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Marble Trail Financialinsurancey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Middlebury, Vt · principal | 4 | 1 | 2 |
Offices
Schedule D 1.F, the 25 largest
- Yarmouth, ME2 employees
What changed
consecutive filings, newest first
- Accounts · 1,302 to 1,446Jul 22, 2025 to Feb 17, 2026
- Advisory employees · 5 to 6Jul 22, 2025 to Feb 17, 2026
- HNW clients · 176 to 188Jul 22, 2025 to Feb 17, 2026
- Individual clients · 163 to 180Jul 22, 2025 to Feb 17, 2026
- State-registered IARs · 5 to 6Jul 22, 2025 to Feb 17, 2026
- Discretionary RAUM · $487M to $582MJul 22, 2025 to Feb 17, 2026
- HNW RAUM · $415M to $483MJul 22, 2025 to Feb 17, 2026
- Individual RAUM · $72.1M to $95.5MJul 22, 2025 to Feb 17, 2026
- Non-discretionary RAUM · $3.4M to $927,941Jul 22, 2025 to Feb 17, 2026
- Pension RAUM · $2.5M to $3.0MJul 22, 2025 to Feb 17, 2026
- RAUM · $490M to $583MJul 22, 2025 to Feb 17, 2026
- Financial planning clients · 101-250 to 101-250Feb 13, 2025 to Jul 22, 2025
- Accounts · 1,161 to 1,302Apr 1, 2024 to Feb 13, 2025
- HNW clients · 136 to 176Apr 1, 2024 to Feb 13, 2025
- Individual clients · 177 to 163Apr 1, 2024 to Feb 13, 2025
- Discretionary RAUM · $428M to $487MApr 1, 2024 to Feb 13, 2025
- HNW RAUM · $349M to $415MApr 1, 2024 to Feb 13, 2025
- Individual RAUM · $78.9M to $72.1MApr 1, 2024 to Feb 13, 2025
- Non-discretionary RAUM · $3.1M to $3.4MApr 1, 2024 to Feb 13, 2025
- Pension RAUM · $2.1M to $2.5MApr 1, 2024 to Feb 13, 2025
- RAUM · $431M to $490MApr 1, 2024 to Feb 13, 2025
- Accounts · 1,118 to 1,161Mar 27, 2024 to Apr 1, 2024
- Individual clients · 169 to 177Mar 27, 2024 to Apr 1, 2024
- Discretionary RAUM · $401M to $428MMar 27, 2024 to Apr 1, 2024
- HNW RAUM · $334M to $349MMar 27, 2024 to Apr 1, 2024
- Individual RAUM · $70.9M to $78.9MMar 27, 2024 to Apr 1, 2024
- Non-discretionary RAUM · $7.2M to $3.1MMar 27, 2024 to Apr 1, 2024
- Pension RAUM · $2.0M to $2.1MMar 27, 2024 to Apr 1, 2024
- RAUM · $408M to $431MMar 27, 2024 to Apr 1, 2024
- Accounts · 941 to 1,118Feb 9, 2023 to Mar 22, 2024
- HNW clients · 120 to 136Feb 9, 2023 to Mar 22, 2024
- Individual clients · 147 to 169Feb 9, 2023 to Mar 22, 2024
- Employees · 8 to 9Feb 9, 2023 to Mar 22, 2024
- Discretionary RAUM · $311M to $401MFeb 9, 2023 to Mar 22, 2024
- HNW RAUM · $264M to $334MFeb 9, 2023 to Mar 22, 2024
- Individual RAUM · $51.6M to $70.9MFeb 9, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $7.5M to $7.2MFeb 9, 2023 to Mar 22, 2024
- Pension RAUM · $1.9M to $2.0MFeb 9, 2023 to Mar 22, 2024
- RAUM · $319M to $408MFeb 9, 2023 to Mar 22, 2024
- Accounts · 892 to 941Mar 8, 2022 to Feb 7, 2023
Signals
6 dated events
- Matthew Perry Wootten left Marble Trail Advisors for Silver Birch Financial Llc (registered 2026-05-11)Jul 7, 2026 · Advisor changed firm · fact
- Megan Stewart Mandigo left Marble Trail Advisors for Silver Birch Financial Llc (registered 2026-06-02)Jun 1, 2026 · Advisor changed firm · fact
- Matthew Edward Dahlgren Daigneault left Marble Trail Advisors for Aries Wealth Management, Llc (registered 2022-11-01)Oct 31, 2022 · Advisor changed firm · fact
- Gerrit Paul Petersons left Marble Trail Advisors for Robinson Smith Wealth Advisors, Llc (registered 2022-08-16)Jun 13, 2022 · Advisor changed firm · fact
- Marble Trail Advisors reported RAUM $358.5M, up 82% from $197.2M (2021-10-28 to 2022-03-08)Mar 8, 2022 · RAUM change · derived
- Marble Trail Advisors filed its initial SEC registration (Form ADV)Apr 18, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 207-781-7800reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 802-989-7569reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 802-388-6300reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/addison-advisors-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MARBLETRAIL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 802-388-6300reportedpublic record, Form ADV, Feb 17, 2026
- Contact form
- marbletrail.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $146Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026