{"url":"https://nivawealth.com/firms/addison-advisors-154744","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154744","regulatoryAum":582695913,"crd":"154744","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7376833","suffix":null,"lastName":"Atkins","firstName":"Skylar","middleName":"Gregory"},{"crd":"8167177","suffix":null,"lastName":"Boyce","firstName":"Stephen","middleName":"Wendall"},{"crd":"5831328","suffix":null,"lastName":"DEVOST","firstName":"DONALD","middleName":"HARVEY"},{"crd":"7492044","suffix":null,"lastName":"McCaffrey","firstName":"Eileen","middleName":"Lela"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-01-29","regulatoryAum":197231770,"clients":160,"employees":5,"offices":1},{"filedOn":"2022-03-08","regulatoryAum":358453707,"clients":269,"employees":10,"offices":2},{"filedOn":"2023-02-09","regulatoryAum":318514531,"clients":267,"employees":8,"offices":2},{"filedOn":"2024-04-01","regulatoryAum":431057209,"clients":313,"employees":9,"offices":2},{"filedOn":"2025-07-22","regulatoryAum":490221306,"clients":339,"employees":9,"offices":2},{"filedOn":"2026-02-17","regulatoryAum":582695913,"clients":368,"employees":9,"offices":2}],"secFileNumber":"801-115308","legalName":"Addison 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They include 188 high-net-worth individuals and 180 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Addison Advisors offer?","answer":"Addison Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Addison Advisors charge?","answer":"Addison Advisors charges 0.30%–1.00% a year for its Comprehensive Wealth Management. The fee is billed in advance.","source":"MARBLE TRAIL FORM ADV PART 2, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Addison Advisors use?","answer":"Addison Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $360M and Pershing LLC (Jersey City, NJ), with $213M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Addison Advisors have?","answer":"Addison Advisors has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Addison Advisors invest in?","answer":"At the end of its last fiscal year, Addison Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Addison Advisors?","answer":"Addison Advisors is owned through a holding company by Donald Devost and Matthew Wootten. Its direct owner is Marble Trail Financial, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Addison Advisors get paid?","answer":"Addison Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Addison Advisors registered with the SEC?","answer":"Yes, Addison Advisors has been registered with the SEC as an investment adviser since 21 May 2019. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}