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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
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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
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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