SPARTANBURG, SCCRD 110257Latest ADV March 10, 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 March 10, 2026, reports $1.9B in regulatory assets under management, 27 employees, 3 offices, and 2,093 accounts.
Assets Under Management
$1.9B
Employees
27
Offices
3 offices
Total Clients
958
Primary office
SPARTANBURG, SC
233 SOUTH PINE STREET, SPARTANBURG, SC, United States
Top client segmentIndividuals represent 56.3% of total clients.
Top client categories% of clientsClients
1
Individuals
56.3%
539
2
HNWI
37.2%
356
3
Pension Plans
2.8%
27
4
Charitable
2.2%
21
5
Corporations
1.6%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 10, 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.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts2,093
10Y AUM Change+$1.2B (+194.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee35:1
10Y Employee Change+15 (+125.0%)
* 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.