Family Office
    SEC Registered
    Manages Private Funds

    Colony Family Offices, LLC

    Registered investment advisor · Charlotte, North Carolina · CRD #167017

    Assets Under Management
    $3.4B
    Client Accounts
    1,048
    Employees
    16
    CRD Number
    167017
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

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

    About Colony Family Offices, LLC

    Colony Family Offices, LLC is an independent investment advisory firm focused on providing comprehensive wealth management services to ultra-high net worth families. It offers fully integrated wealth planning, investment management, and fiduciary services tailored to each family's unique needs. The firm emphasizes objective advice and customized service to help families make informed decisions.

    Fee Structure

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

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    Frequently Asked Questions

    What is Colony Family Offices, LLC's AUM?

    Colony Family Offices, LLC reports approximately $3.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Colony Family Offices, LLC headquartered?

    Colony Family Offices, LLC is headquartered in Charlotte, North Carolina.

    What is Colony Family Offices, LLC's CRD number?

    Colony Family Offices, LLC's CRD number is 167017. 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 Colony Family Offices, LLC manage?

    Colony Family Offices, LLC manages approximately 1,048 client accounts according to its latest SEC filing.

    Is Colony Family Offices, LLC SEC registered?

    Yes, Colony Family Offices, LLC is registered with the SEC as an investment adviser with an approved registration status.

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