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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $490.2M | $486.8M | $3.4M | 9 | 6 |
| Feb 2025 | $490.2M | $486.8M | $3.4M | 9 | 6 |
| Apr 2024 | $431.1M | $427.9M | $3.1M | 9 | 8 |
| Mar 2024 | $407.8M | $400.7M | $7.2M | 9 | 170 |
| Mar 2024 | $407.8M | $400.7M | $7.2M | 9 | 170 |
| Feb 2023 | $318.5M | $311M | $7.5M | 8 | 5 |
| Feb 2023 | $318.5M | $311M | $7.5M | 8 | 5 |
| Mar 2022 | $358.5M | $351.3M | $7.2M | 10 | 8 |
| Oct 2021 | $197.2M | $192.7M | $4.5M | 5 | 3 |
| Oct 2021 | $197.2M | $192.7M | $4.5M | 5 | 3 |
| Sep 2021 | $197.2M | $192.7M | $4.5M | 5 | 3 |
| Jan 2021 | $197.2M | $192.7M | $4.5M | 5 | 3 |
| Jun 2020 | $160.3M | $157.2M | $3M | 5 | 3 |
| Feb 2020 | $160.3M | $157.2M | $3M | 5 | 3 |
| Apr 2019 | $118M | $115.7M | $2.3M | 5 | 3 |
| Apr 2019 | $118M | $115.7M | $2.3M | 5 | 3 |
DateJul 2025
Total AUM$490.2M
Discretionary$486.8M
Non-Disc.$3.4M
Employees9
Clients6
DateFeb 2025
Total AUM$490.2M
Discretionary$486.8M
Non-Disc.$3.4M
Employees9
Clients6
DateApr 2024
Total AUM$431.1M
Discretionary$427.9M
Non-Disc.$3.1M
Employees9
Clients8
DateMar 2024
Total AUM$407.8M
Discretionary$400.7M
Non-Disc.$7.2M
Employees9
Clients170
DateMar 2024
Total AUM$407.8M
Discretionary$400.7M
Non-Disc.$7.2M
Employees9
Clients170
DateFeb 2023
Total AUM$318.5M
Discretionary$311M
Non-Disc.$7.5M
Employees8
Clients5
DateFeb 2023
Total AUM$318.5M
Discretionary$311M
Non-Disc.$7.5M
Employees8
Clients5
DateMar 2022
Total AUM$358.5M
Discretionary$351.3M
Non-Disc.$7.2M
Employees10
Clients8
DateOct 2021
Total AUM$197.2M
Discretionary$192.7M
Non-Disc.$4.5M
Employees5
Clients3
DateOct 2021
Total AUM$197.2M
Discretionary$192.7M
Non-Disc.$4.5M
Employees5
Clients3
DateSep 2021
Total AUM$197.2M
Discretionary$192.7M
Non-Disc.$4.5M
Employees5
Clients3
DateJan 2021
Total AUM$197.2M
Discretionary$192.7M
Non-Disc.$4.5M
Employees5
Clients3
DateJun 2020
Total AUM$160.3M
Discretionary$157.2M
Non-Disc.$3M
Employees5
Clients3
DateFeb 2020
Total AUM$160.3M
Discretionary$157.2M
Non-Disc.$3M
Employees5
Clients3
DateApr 2019
Total AUM$118M
Discretionary$115.7M
Non-Disc.$2.3M
Employees5
Clients3
DateApr 2019
Total AUM$118M
Discretionary$115.7M
Non-Disc.$2.3M
Employees5
Clients3