Firm profile

Colonial Trust Advisors, Inc..

SPARTANBURG, SCCRD 110257Registration Status: ApprovedEffective since February 21, 1997SEC # 801-53402Latest ADV October 5, 2026

Colonial Trust Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Spartanburg, SC. Its latest Form ADV filing, dated June 10, 2026, reports $1.9B in regulatory assets under management, 28 employees, 4 offices, and 2,093 accounts.

Assets Under Management

$1.9B

Employees

Offices

4 offices

Total Clients

958

Associated firm names

2 names listed

COLONIAL ASSET MANAGEMENT INC
COLONIAL TRUST ADVISORS, INC.

Leadership

4 roles identified

CCOBert D. Barre

CFOHenry W. Barre

COOBert D. Barre

Advisory services offered

4 types reported

Financial Planning Services

Pension consulting services

Portfolio management for businesses

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

SPARTANBURG, South Carolina, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

South Carolina

SPARTANBURGPrimary office · GREENVILLE · COLUMBIA · CHARLESTON

4 office records listed · 4 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone864-582-3356 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of October 5, 2026

Discretionary92.2%

$1.7B

92% of total RAUM92.2%

Non-discretionary7.8%

$145M

8% of total RAUM7.8%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 56.3% of total clients.

Top client categories% of clientsClients

Individuals

56.3%

539

HNWI

37.2%

356

Pension Plans

2.8%

Charitable

2.2%

Corporations

1.6%

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.9B

Total Accounts2,093

10Y AUM Change+$1.2B (+194.3%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28

Clients per Employee34:1

10Y Employee Change+16 (+133.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

COLONIAL TRUST GROUP, INC.Direct owner · Schedule AInterest in COLONIAL TRUST ADVISORS, INC.

75%+

CAMP ROOKER WYNNIndirect owner · Schedule BInterest in COLONIAL TRUST GROUP, INC.

50% to < 75%

BERT DIXON BARREIndirect owner · Schedule BInterest in COLONIAL TRUST GROUP, INC.

50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Colonial Trust Advisors, Inc...

Reported ownership and control details

Form ADV · Filing date 2026-10-05 · Schedules A and B

9 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	BERT DIXON BARRECHIEF COMPLIANCE OFFICERIndividual	COLONIAL TRUST ADVISORS, INC.	Less than 5%Code NA	Yes	CHIEF COMPLIANCE OFFICER09/2005	Schedule APDF page 25
2	CAMP ROOKER WYNNEXECUTIVE VICE PRESIDENTIndividual	COLONIAL TRUST ADVISORS, INC.	Less than 5%Code NA	Yes	EXECUTIVE VICE PRESIDENT01/2007	Schedule APDF page 25
3	COLONIAL TRUST GROUP, INC.HOLDING COMPANYDomestic entity	COLONIAL TRUST ADVISORS, INC.	75% or moreCode E	Yes	HOLDING COMPANY12/1996	Schedule APDF page 25
4	BERT DIXON BARREPRESIDENT, CHIEF OPERATING OFFICERIndividual	COLONIAL TRUST ADVISORS, INC.	Less than 5%Code NA	Yes	PRESIDENT, CHIEF OPERATING OFFICER01/2023	Schedule APDF page 25
5	CAMP ROOKER WYNNCHIEF INVESTMENT OFFICERIndividual	COLONIAL TRUST ADVISORS, INC.	Less than 5%Code NA	Yes	CHIEF INVESTMENT OFFICER01/2023	Schedule APDF page 25
6	HENRY WALTER BARREEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICERIndividual	COLONIAL TRUST ADVISORS, INC.	Less than 5%Code NA	Yes	EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER01/2023	Schedule APDF page 25
7	BARRY DEAN WYNNEXECUTIVE VICE PRESIDENTIndividual	COLONIAL TRUST ADVISORS, INC.	Less than 5%Code NA	Yes	EXECUTIVE VICE PRESIDENT01/2023	Schedule APDF page 25
8	CAMP ROOKER WYNNSHAREHOLDERIndividual	COLONIAL TRUST GROUP, INC.	50% to less than 75%Code D	No	SHAREHOLDER12/2022	Schedule BPDF page 25
9	BERT DIXON BARRESHAREHOLDERIndividual	COLONIAL TRUST GROUP, INC.	50% to less than 75%Code D	No	SHAREHOLDER12/2022	Schedule BPDF page 25

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/10/2026 10:52:44 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.