Addison Advisors LLC
● SEC registered since 2019CRD 154744SEC# 801-115308Middlebury, VT
Reg. AUM
$582.7M
Employees
9
Accounts
1,446
Location
Middlebury, VT
Addison Advisors LLC assets under management
Addison Advisors LLC is an SEC-registered investment adviser based in Middlebury, VT. The firm has been registered since 2019. It reports $582.7 million in regulatory assets under management and employs 9 people.
Addison Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Harvey Devost Control | Principal/Chief Compliance Officer | Under 5% | 2010 |
| Marble Trail Financial, LLC Control | Owner | Over 75% | 2019 |
| Matthew Perry Wootten Control | Principal | Under 5% | 2014 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Addison Advisors LLC manage?
Addison Advisors LLC reports $582.7 million in regulatory assets under management on its Form ADV.
How many employees does Addison Advisors LLC have?
Addison Advisors LLC reports 9 employees.
Where is Addison Advisors LLC located?
Addison Advisors LLC is based in Middlebury, VT and has been SEC-registered since 2019.
Does Addison Advisors LLC disclose fund performance?
Addison Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 88 Main Street, Middlebury, VT 05753 |
| Phone | 802-388-6300 |
| Fax | 802-989-7569 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$582.7M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$582.7Mregulatory AUM
Discretionary $581.8MNon-discretionary $928K