Colony Family Offices, LLC

RIASEC Registered
Total AUM
$3.4B
Discretionary
$3.3B
99% of AUM
Avg account
$3.2M
Accounts
1,048
Employees
16
Advisory reps
9

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

FINTRX

Overview

Colony Family Offices, LLC is an independent registered investment adviser organized as an LLC that acts as a capital allocator for high‑net‑worth individuals, families and institutional clients. The firm is registered with the SEC (registered in 2013) and charges a mix of percentage‑of‑AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, which indicates a model that blends direct portfolio management with outsourced manager allocations. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 30%, Public Funds/Mutual Funds 28%, Private Funds 19%, State & Local Bonds 14%, Cash & Cash Equivalents 9%30%
  • Exchange Traded Equities30%
  • Public Funds/Mutual Funds28%
  • Private Funds19%
  • State & Local Bonds14%
  • Cash & Cash Equivalents9%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$477M in ETFs

Passive

61%

$291M

Active

37%

$186M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)DimensionalActiveLarge Blend$102M1,224,15121.31%
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Location

Primary office

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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