Colony Family Offices, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 167017
- Registered since
- March 19, 2013
- Website
- colonyfamilyoffices.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.87%
- Charitable Organizations4.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Colony Family Offices, LLC is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a selector of other advisers. Compensation is by percentage of assets under management and by fixed fees. Colony is not identified as an active ESG investor and is not registered as a multi-state adviser. A trust company is listed among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities30%
- Public Funds/Mutual Funds28%
- Private Funds19%
- State & Local Bonds14%
- Cash & Cash Equivalents9%
Contacts
3 of 9
Kristin Lewis
Wealth AdvisorCRD 5915256
Wyman Byrd
Investment AdvisorCRD 4888880
Christopher Elliotte
Wealth AdvisorCRD 5378295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$968M in ETFs
62%
$600M
36%
$368M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $98.7M | 1,204,562 | 10.19% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 4250 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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