Colonial Trust Advisors, Inc.

RIASEC Registered
Total AUM
$1.9B
Discretionary
$1.7B
92% of AUM
Avg account
$885K
Accounts
2,093
Employees
28
Advisory reps
15

Firm details

Headquarters
Spartanburg, South Carolina
CRD number
110257
Registered since
February 21, 1997
Website
www.colonialtrust.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.52%
  • Individuals15.09%
  • Pension & Profit Sharing Plans5.78%
  • Corporations / Businesses4.95%
  • Charitable Organizations3.65%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Colonial Trust Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 1997. The firm serves both individual and family clients as well as institutional accounts and combines portfolio management with financial planning and pension consulting services. Its compensation mixes percentage-of-AUM fees with fixed-fee arrangements. Colonial Trust works with a trust company as an industry affiliate and does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 6%, Other 6%, US Government Bonds 1%, State & Local Bonds 1%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds6%
  • Other6%

Owners & executives

1 of 1
  • Brittany Bynum

    Brittany Bynum

    Client Operations CoordinatorCRD 6058560

Contacts

3 of 14
  • Kathryn Smith

    Kathryn Smith

    Financial PlannerCRD 5818765

  • Henry Batts

    Henry Batts

    Financial AdvisorCRD 5893210

  • Matthew Van Name

    Vice PresidentCRD 5302850

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 252

Active vs passive

$308M in ETFs

Passive

98%

$300M

Active

2%

$7.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$64.4M86,00820.90%
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Location

Primary office

Spartanburg, SC

Spartanburg

Location

Spartanburg, SC

Headquartered in Spartanburg, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Spartanburg
Address
233 S Pine St
Time zone
ET (UTC-5)
Office locations

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