MARBLE TRAIL ADVISORS
SEC RegisteredHelping you on your financial journey, every step of the way.
About the firm
Marble Trail Financial is an investment advisory and accounting firm providing financial advice and guidance with a holistic, personalized approach. They deliver services and solutions that help manage and grow financial resources – investments, personal budgets, taxes, business finances – working with clients to develop personalized guidance and support to achieve their goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, tax planning and preparation, business planning, and bookkeeping and payroll services.
Who they serve
Individuals, families, and businesses seeking help achieving their financial goals.
| 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
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.