MT
MARBLE TRAIL ADVISORS
SEC RegisteredMIDDLEBURY, VThttps://marbletrail.com802-388-6300
Assets Under Management
$500M–$1B
Employees
9
Office Locations
2 offices
Total Accounts
1446
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 180 | $96M |
| High Net Worth Individuals | 188 | $483M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
7 total clients reported on Form ADV.
Leadership
Donald Harvey Devost
PRINCIPAL/CHIEF COMPLIANCE OFFICER
Matthew Perry Wootten
PRINCIPAL
Llc Marble Trail Financial
OWNER
Donald Harvey Devost
OWNER
Matthew Perry Wootten
OWNER
Office locations
2 offices in 2 states
VT
MIDDLEBURYHQ
ME
YARMOUTH
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#154744
SEC Number
801-115308
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
marbletrail.comPhone
802-388-6300Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARBLE TRAIL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.