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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-15-2010
- Office Locations
- 1
Office Locations
About Marble Trail Advisors
Marble Trail Financial is a Vermont-based investment advisory and accounting firm providing holistic, personalized guidance across portfolio management, financial planning, tax and budgeting support, and business finances. Serving retail and institutional clients, including business owners and entrepreneurs, the firm commonly uses mutual funds and ETFs and custody relationships such as Charles Schwab.
Reported data analysis
What the numbers show
Between July 22, 2025 and February 17, 2026, reported AUM increased 18.9%, from $490.2M to $582.7M.
Across 5 reported observations, AUM increased 62.6% between March 8, 2022 and February 17, 2026, from $358.5M to $582.7M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 6 advisory representatives and 375 clients, or 62.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DONALD HARVEY DEVOST
Chief Compliance Officer, PRINCIPAL
- CRD
- #5831328
- Ownership
- Less than 5%
MATTHEW PERRY WOOTTEN
President, Principal
- CRD
- #4386014
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Skylar Gregory Atkins
Performance Analyst
- CRD
- #7376833
Stephen Wendall Boyce
--
- CRD
- #8167177
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $581,767,972 | $402,886 |
| Non-Discretionary | $927,941 | $463,971 |
| Total | $582,695,913 | $402,971 |
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Separately Managed Accounts
SMA allocation detail is available
Marble Trail Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Marble Trail Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.