← Tributary

MARBLE TRAIL ADVISORS

MIDDLEBURY, VT · CRD 154744 · IAPD ↗ · marbletrail.com · 802-388-6300

$582.7MRegulatory AUM
6Advisory reps
9Employees
7Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — MARBLE TRAIL ADVISORS crossed $500M in regulatory AUM ($490.2M -> $582.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
April 2024 — MARBLE TRAIL ADVISORS reported RAUM up 35% ($318.5M -> $431.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.