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COLONY FAMILY OFFICES, LLC
CRD 167017 · SEC 801-77764
4250 CONGRESS STREET, SUITE 175, CHARLOTTE, NC, 28209, United States
Phone
704-285-7300
Fax
704-285-7301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.36B
Discretionary AUM
$3.32B
Team
16 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 631 | $3.22B |
| Charitable organizations | 25 | $139.0M |
States served
AL, CA, GA, MD, MA, NY, NC, RI, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD