Active
MARBLE TRAIL ADVISORS
Investment Advice|MIDDLEBURY, VT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$490.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 486.8M |
| Non-Discretionary | 3.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 154744 |
| SEC Number | 801-115308 |
| Street Address | 5 COURT STREET |
| Location | MIDDLEBURY, VT 05753 |
| Country | United States |
| Phone | 802-388-6300 |
| Fax | 802-989-7569 |
| Total Employees | 9 |
Client Count by Type (339 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 176 |
| Individuals (other than H… | 163 |
Community Partners
CITY OF VERGENNES
COUNTY OF ADDISON
TOWN OF ADDISON
TOWN OF BRIDPORT
TOWN OF BRISTOL
TOWN OF CORNWALL
TOWN OF FERRISBURGH
TOWN OF GOSHEN
TOWN OF GRANVILLE
TOWN OF HANCOCK
TOWN OF LINCOLN
TOWN OF MIDDLEBURY
TOWN OF MONKTON
TOWN OF NEW HAVEN
TOWN OF ORWELL
TOWN OF PANTON
TOWN OF RIPTON
TOWN OF SALISBURY
TOWN OF SHOREHAM
TOWN OF STARKSBORO
CITY OF VERGENNES
COUNTY OF ADDISON
TOWN OF ADDISON
TOWN OF BRIDPORT
TOWN OF BRISTOL
TOWN OF CORNWALL
TOWN OF FERRISBURGH
TOWN OF GOSHEN
TOWN OF GRANVILLE
TOWN OF HANCOCK
TOWN OF LINCOLN
TOWN OF MIDDLEBURY
TOWN OF MONKTON
TOWN OF NEW HAVEN
TOWN OF ORWELL
TOWN OF PANTON
TOWN OF RIPTON
TOWN OF SALISBURY
TOWN OF SHOREHAM
TOWN OF STARKSBORO
CITY OF VERGENNES
COUNTY OF ADDISON
TOWN OF ADDISON
TOWN OF BRIDPORT
TOWN OF BRISTOL
TOWN OF CORNWALL
TOWN OF FERRISBURGH
TOWN OF GOSHEN
TOWN OF GRANVILLE
TOWN OF HANCOCK
TOWN OF LINCOLN
TOWN OF MIDDLEBURY
TOWN OF MONKTON
TOWN OF NEW HAVEN
TOWN OF ORWELL
TOWN OF PANTON
TOWN OF RIPTON
TOWN OF SALISBURY
TOWN OF SHOREHAM
TOWN OF STARKSBORO
Municipal Government
24 Active
24
Organizations
ADDISON COUNTY COMMMUNICATIONS UNION DISTRICT
ADDISON COUNTY REGIONAL PLANNING
ADDISON COUNTY SOLID WASTE MANAGEMENT DISTRICT
ADISON COUNTY REGIONAL PLANNING COMMISSION
EAST MIDDLEBURY FIRE DISTRICT
FERRISBURGH FIRE DISTRICT #1
LEMON FAIR INSECT CONTROL DISTRICT
OTTER CREEK NATURAL RESOURCE CONSERVATION DISTRICT
TRI TOWN WATER DISTRICT 1
VERGENNES-PANTON WATER DISTRICT
ADDISON COUNTY COMMMUNICATIONS UNION DISTRICT
ADDISON COUNTY REGIONAL PLANNING
ADDISON COUNTY SOLID WASTE MANAGEMENT DISTRICT
ADISON COUNTY REGIONAL PLANNING COMMISSION
EAST MIDDLEBURY FIRE DISTRICT
FERRISBURGH FIRE DISTRICT #1
LEMON FAIR INSECT CONTROL DISTRICT
OTTER CREEK NATURAL RESOURCE CONSERVATION DISTRICT
TRI TOWN WATER DISTRICT 1
VERGENNES-PANTON WATER DISTRICT
ADDISON COUNTY COMMMUNICATIONS UNION DISTRICT
ADDISON COUNTY REGIONAL PLANNING
ADDISON COUNTY SOLID WASTE MANAGEMENT DISTRICT
ADISON COUNTY REGIONAL PLANNING COMMISSION
EAST MIDDLEBURY FIRE DISTRICT
FERRISBURGH FIRE DISTRICT #1
LEMON FAIR INSECT CONTROL DISTRICT
OTTER CREEK NATURAL RESOURCE CONSERVATION DISTRICT
TRI TOWN WATER DISTRICT 1
VERGENNES-PANTON WATER DISTRICT
Special District
10 Active
10
Organizations
ADDISON CENTRAL SUPERVISORY DISTRICT
ADDISON NORTHWEST SCHOOL DISTRICT
GRANVILLE-HANCOCK UNIFIED SCH DIST
LINCOLN SCHOOL DISTRICT
MOUNT ABRAHAM UNIFIED SCHOOL DISTRICT
PATRICIA A HANNAFORD REGIONAL TECHNICAL CENTER SCHOOL DISTRICT
ADDISON CENTRAL SUPERVISORY DISTRICT
ADDISON NORTHWEST SCHOOL DISTRICT
GRANVILLE-HANCOCK UNIFIED SCH DIST
LINCOLN SCHOOL DISTRICT
MOUNT ABRAHAM UNIFIED SCHOOL DISTRICT
PATRICIA A HANNAFORD REGIONAL TECHNICAL CENTER SCHOOL DISTRICT
ADDISON CENTRAL SUPERVISORY DISTRICT
ADDISON NORTHWEST SCHOOL DISTRICT
GRANVILLE-HANCOCK UNIFIED SCH DIST
LINCOLN SCHOOL DISTRICT
MOUNT ABRAHAM UNIFIED SCHOOL DISTRICT
PATRICIA A HANNAFORD REGIONAL TECHNICAL CENTER SCHOOL DISTRICT
School District
6 Active
6
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Abundant Life Community Church
AC DENTAL CARE INCORPORATED
ACEA
ADDISON COMMUNITY ATHLETICS FOUNDATION
ADDISON COUNTY 4-H FOUNDATION
Addison County Chamber of Commerce Inc
ADDISON COUNTY CMNTY ACTION
ADDISON COUNTY COMMUNITY ACTION GRO
ADDISON COUNTY COURT DIVERSION AND
ADDISON COUNTY COURT DIVERSION & COMMUNITY JUSTICE PROJECTS
ADDISON COUNTY ECONOMIC DEVELOPMENT CORPORATION
Addison County Farm and Field Days Inc
Addison County Home Health Hospice Inc
ADDISON COUNTY HUMANE SOCIETY INC
ADDISON COUNTY SHERIFFS ASSOCIATION INC
Addison County Unit for Special Investig
ADDISON COUNTY UNIT FOR SPECIAL INVESTIGATIONS INC
ADDISON HOUSING WORKS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Abundant Life Community Church
AC DENTAL CARE INCORPORATED
ACEA
ADDISON COMMUNITY ATHLETICS FOUNDATION
ADDISON COUNTY 4-H FOUNDATION
Addison County Chamber of Commerce Inc
ADDISON COUNTY CMNTY ACTION
ADDISON COUNTY COMMUNITY ACTION GRO
ADDISON COUNTY COURT DIVERSION AND
ADDISON COUNTY COURT DIVERSION & COMMUNITY JUSTICE PROJECTS
ADDISON COUNTY ECONOMIC DEVELOPMENT CORPORATION
Addison County Farm and Field Days Inc
Addison County Home Health Hospice Inc
ADDISON COUNTY HUMANE SOCIETY INC
ADDISON COUNTY SHERIFFS ASSOCIATION INC
Addison County Unit for Special Investig
ADDISON COUNTY UNIT FOR SPECIAL INVESTIGATIONS INC
ADDISON HOUSING WORKS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Abundant Life Community Church
AC DENTAL CARE INCORPORATED
ACEA
ADDISON COMMUNITY ATHLETICS FOUNDATION
ADDISON COUNTY 4-H FOUNDATION
Addison County Chamber of Commerce Inc
ADDISON COUNTY CMNTY ACTION
ADDISON COUNTY COMMUNITY ACTION GRO
ADDISON COUNTY COURT DIVERSION AND
ADDISON COUNTY COURT DIVERSION & COMMUNITY JUSTICE PROJECTS
ADDISON COUNTY ECONOMIC DEVELOPMENT CORPORATION
Addison County Farm and Field Days Inc
Addison County Home Health Hospice Inc
ADDISON COUNTY HUMANE SOCIETY INC
ADDISON COUNTY SHERIFFS ASSOCIATION INC
Addison County Unit for Special Investig
ADDISON COUNTY UNIT FOR SPECIAL INVESTIGATIONS INC
ADDISON HOUSING WORKS
Nonprofit Organization
328 Active
328
Organizations
Community Partners90 organizations
CITY OF VERGENNES
Municipal Government·VERGENNES
COUNTY OF ADDISON
Municipal Government·MIDDLEBURY
TOWN OF BRIDPORT
Municipal Government·BRIDPORT
TOWN OF BRISTOL
Municipal Government·BRISTOL
TOWN OF FERRISBURGH
Municipal Government·FERRISBURGH
TOWN OF HANCOCK
Municipal Government·HANCOCK
TOWN OF MONKTON
Municipal Government·MONKTON
TOWN OF NEW HAVEN
Municipal Government·NEW HAVEN
TOWN OF SALISBURY
Municipal Government·SALISBURY
TOWN OF SHOREHAM
Municipal Government·SHOREHAM
TOWN OF STARKSBORO
Municipal Government·STARKSBORO
TOWN OF WALTHAM
Municipal Government·VERGENNES
TOWN OF WHITING
Municipal Government·WHITING
WALTHAM, TOWN OF
Municipal Government·VERGENNES
ADDISON COUNTY REGIONAL PLANNING
Special District·MIDDLEBURY
EAST MIDDLEBURY FIRE DISTRICT
Special District·E MIDDLEBURY
FERRISBURGH FIRE DISTRICT #1
Special District·FERRISBURGH
LEMON FAIR INSECT CONTROL DISTRICT
Special District·BRIDPORT
OTTER CREEK NATURAL RESOURCE CONSERVATION DISTRICT
Special District·MIDDLEBURY
TRI TOWN WATER DISTRICT 1
Special District·BRIDPORT
VERGENNES-PANTON WATER DISTRICT
Special District·VERGENNES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Middlebury
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bridport
Abundant Life Community Church
Nonprofit Organization·Orwell
AC DENTAL CARE INCORPORATED
Nonprofit Organization·MIDDLEBURY
ACEA
Nonprofit Organization·Middlebury
ADDISON COMMUNITY ATHLETICS FOUNDATION
Nonprofit Organization·MIDDLEBURY
ADDISON COUNTY 4-H FOUNDATION
Nonprofit Organization·MIDDLEBURY
Addison County Chamber of Commerce Inc
Nonprofit Organization·Vergennes
ADDISON COUNTY CMNTY ACTION
Nonprofit Organization·MIDDLEBURY
ADDISON COUNTY COMMUNITY ACTION GRO
Nonprofit Organization·MIDDLEBURY
ADDISON COUNTY COURT DIVERSION AND
Nonprofit Organization·MIDDLEBURY
ADDISON COUNTY COURT DIVERSION & COMMUNITY JUSTICE PROJECTS
Nonprofit Organization·MIDDLEBURY
ADDISON COUNTY ECONOMIC DEVELOPMENT CORPORATION
Nonprofit Organization·MIDDLEBURY
Addison County Farm and Field Days Inc
Nonprofit Organization·Vergennes
Addison County Home Health Hospice Inc
Nonprofit Organization·Middlebury
ADDISON COUNTY HUMANE SOCIETY INC
Nonprofit Organization·MIDDLEBURY
ADDISON COUNTY SHERIFFS ASSOCIATION INC
Nonprofit Organization·Middlebury
Addison County Unit for Special Investig
Nonprofit Organization·Middlebury
ADDISON COUNTY UNIT FOR SPECIAL INVESTIGATIONS INC
Nonprofit Organization·MIDDLEBURY
ADDISON HOUSING WORKS
Nonprofit Organization·VERGENNES
ADDISON NORTHWEST DISTRICT TEACHERS ASSOCIATION
Nonprofit Organization·Vergennes
ADDISON REPERTORY THEATER LEGACY INC
Nonprofit Organization·Middlebury
ADDISON RESPITE CARE HOME
Nonprofit Organization·Middlebury
ADDISON RUTLAND SUPERVISORY UNION EDUCATIONAL ASSOCIATION
Nonprofit Organization·Bridport
ADDISON VOLUNTEER FIRE DEPT
Nonprofit Organization·VERGENNES
ADISON ALLIES NETWORK INCORPORATED
Nonprofit Organization·MIDDLEBURY
AFRICAN PERFORMING ARTS INITIATIVE INC
Nonprofit Organization·Middlebury
AIA Vermont
Nonprofit Organization·Vergennes
ALA UNIT 27 MIDDLEBURY INC
Nonprofit Organization·Middlebury
ALPHA SOCIETY CHAPTER OF KAPPA DELTA RHO
Nonprofit Organization·Middlebury
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Orwell
AMAZING GRACE RESOURCE CENTER INC
Nonprofit Organization·Vergennes
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·middlebury
AMERICAN LEGION
Nonprofit Organization·Middlebury
AMERICAN LEGION AUXILIARY VERGENNES 14 INC
Nonprofit Organization·Vergennes
American Legion Post #14
Nonprofit Organization·Vergennes
ARABIAN SPORT HORSE ALLIANCE INCORPORATED
Nonprofit Organization·Vergennes
ATLETICO MIDDLEBURY LTD
Nonprofit Organization·Middlebury
ATRIA COLLECTIVE, INC.
Nonprofit Organization·MIDDLEBURY
Aurora School
Nonprofit Organization·Middlebury
AUXILIARY 1927
Nonprofit Organization·Orwell
Auxiliary of Porter Medical Center
Nonprofit Organization·Middlebury
Bald Hill Foundation Inc
Nonprofit Organization·Lincoln
BATTELL HOSE COMPANY
Nonprofit Organization·MIDDLEBURY
Betasab
Nonprofit Organization·Middlebury
BIXBY MEMORIAL FREE LIBRARY
Nonprofit Organization·VERGENNES
BLUEBERRY HILL OUTDOOR CENTER
Nonprofit Organization·GOSHEN
BLUE HERON AIKIDO INC
Nonprofit Organization·Middlebury
BOYS & GIRLS CLUB
Nonprofit Organization·VERGENNES
BOYS & GIRLS CLUB OF VERGENNES INC
Nonprofit Organization·VERGENNES