Wealth Manager
    SEC Registered
    Manages Private Funds

    Colonial Trust Advisors, Inc.

    Registered investment advisor · Spartanburg, South Carolina · CRD #110257

    Assets Under Management
    $1.9B
    Client Accounts
    2,093
    Employees
    27
    CRD Number
    110257
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Colonial Trust Advisors, Inc.

    Colonial Trust Advisors, Inc. is a wealth management firm established in 1913, offering fiduciary, trust, and investment advisory services across South Carolina. They provide individual portfolio management, financial planning, and pension consulting. The firm is privately owned and focuses on high-quality, customized service.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Colonial Trust Advisors, Inc.

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    Frequently Asked Questions

    What is Colonial Trust Advisors, Inc.'s AUM?

    Colonial Trust Advisors, Inc. reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Colonial Trust Advisors, Inc. headquartered?

    Colonial Trust Advisors, Inc. is headquartered in Spartanburg, South Carolina.

    What is Colonial Trust Advisors, Inc.'s CRD number?

    Colonial Trust Advisors, Inc.'s CRD number is 110257. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Colonial Trust Advisors, Inc. manage?

    Colonial Trust Advisors, Inc. manages approximately 2,093 client accounts according to its latest SEC filing.

    Is Colonial Trust Advisors, Inc. SEC registered?

    Yes, Colonial Trust Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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