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COLONIAL TRUST ADVISORS, INC.
CRD 110257 · SEC 801-53402
233 SOUTH PINE STREET, SPARTANBURG, SC, 29302, United States
Phone
864-582-3356
Fax
864-582-7839
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.85B
Discretionary AUM
$1.71B
Team
28 total employees; 15 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 539 | $279.7M |
| High net worth individuals | 356 | $1.31B |
| Pension/profit sharing plans | 27 | $107.1M |
| Charitable organizations | 21 | $67.7M |
| Corporations/business entities | 15 | $91.7M |
States served
GA, LA, NJ, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD