Addison Advisors Llc
- Regulatory AUM
- $583M
- Discretionary
- $582M
- Clients
- 368
- Avg AUM / client
- $1.6M
- Accounts
- 1,446
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $95.5M | 16.4% |
| High net worth individuals | 188 | $483M | 83.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.0M | 0.52% |
| Charitable organizations | Fewer than 5 clients | $820K | 0.14% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Harvey Devost | Principal/Chief Compliance Officer | Jun 2010 (16y) | ≈ 18.75% – 50% via Marble Trail Financial, Llc | |
| Matthew Perry Wootten | Principal | Mar 2014 (12y) | ≈ 18.75% – 50% via Marble Trail Financial, Llc | |
| Skylar Gregory Atkins | Registered representative | May 2021 (5y) | ||
| Eileen Lela Mc Caffrey | Registered representative | CFP | Jan 2022 (5y) | |
| Stephen Wendall Boyce | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marble Trail Financial, Llc | Owner | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Donald Harvey Devost: 25% – 50% of Marble Trail Financial, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Matthew Perry Wootten: 25% – 50% of Marble Trail Financial, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $360M (62% of AUM) Feb 2026
- Pershing $213M (37% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗