RIA Intel›Advisers›South Carolina›COLONIAL TRUST ADVISORS, INC.

COLONIAL TRUST ADVISORS, INC.

Advisory

N·SPARTANBURG, SC

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM
$1.9B
1-Year AUM Growth
+19.3%
3-Year CAGR
+8.3%
Employees
14
Assets Under Management
Total AUM$1.9B
Discretionary AUM$1.7B
Non-Discretionary AUM$145M
Discretionary %92.2%
Total Clients934
Team
Total Employees14
Investment Advisers27
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record50
First FilingApr 30, 2001
Latest FilingMar 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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