CHARLOTTE, NCCRD 167017Latest ADV February 25, 2026
Colony Family Offices, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated February 25, 2026, reports $3.4B in regulatory assets under management, 16 employees, 2 offices, and 1,048 accounts.
Assets Under Management
$3.4B
Employees
16
Offices
2 offices
Total Clients
656
Primary office
CHARLOTTE, NC
4250 CONGRESS STREET, SUITE 175, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.2% of total clients.
Top client categories% of clientsClients
1
HNWI
96.2%
631
2
Charitable
3.8%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of February 25, 2026
Discretionary98.6%
$3.3B
99% of total RAUM98.6%
Non-discretionary1.4%
$46M
1% of total RAUM1.4%
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.
Total AUM$3.4B
Total Accounts1,048
10Y AUM Change+$2.1B (+166.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee41:1
10Y Employee Change+5 (+45.5%)
* 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.