COLONIAL TRUST ADVISORS, INC.

RIASEC RegisteredEst. 1997
Total AUM
$1.9B
Discretionary
$1.7B
92% of AUM
Avg account
$885K
Accounts
2,093
Employees
28
Advisory reps
15

Firm details

Headquarters
SPARTANBURG, South Carolina
CRD number
110257
Registered since
February 21, 1997
Website
www.colonialtrust.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI70.52%
  • Individuals15.09%
  • Pension & Profit Sharing Plans5.78%
  • Corporations / Businesses4.95%
  • Charitable Organizations3.65%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Colonial Trust Advisors, Inc. is an independent registered investment adviser organized as a corporation and in business since 1997. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM and fixed-fee basis. Its stated advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm does not identify itself as an active ESG investor and is not a multi-state or newly formed adviser. Colonial Trust lists a trust company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 6%, Other 6%, US Government Bonds 1%, State & Local Bonds 1%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds6%
  • Other6%

Owners & executives

1 of 1

  • Brittany Bynum

    Client Operations CoordinatorCRD 6058560

Contacts

3 of 14

  • MATTHEW VAN NAME

    Vice PresidentCRD 5302850

  • Sarah Shalala

    Client Service RepresentativeCRD 6797934

  • WILLIAM WIETERS

    Financial AdvisorCRD 4730546

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 225

Active vs passive

$281M in ETFs

Passive

97%

$274M

Active

2%

$7.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$55.7M85,28919.83%
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Location

Primary office

SPARTANBURG, SC

SPARTANBURG

Location

SPARTANBURG, SC

Headquartered in SPARTANBURG, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
SPARTANBURG
Address
233 S Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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