ADDISON ADVISORS LLC
Legal name: MARBLE TRAIL ADVISORS
CRD #154744 SEC #801-115308 MIDDLEBURY, VT 802-388-6300
SEC Registered
Total AUM
$490.2M
Discretionary
$486.8M
Employees
9
Clients
101
Accounts
1,302
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Vermont
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEVOST, DONALD, H | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DEVOST, DONALD, HARVEY | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOTTEN, MATTHEW, P | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| WOOTTEN, MATTHEW, PERRY | I | PRINCIPAL | NA | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
| MARBLE TRAIL FINANCIAL, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DEVOST, DONALD, H | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| DEVOST, DONALD, HARVEY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, P | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
| WOOTTEN, MATTHEW, PERRY | I | MARBLE TRAIL FINANCIAL, LLC | C | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (7)
CA FL MA ME NH NY VT
Address
88 MAIN STREETMIDDLEBURY, VT 05753
United States
Phone: 802-388-6300