Colonial Trust Advisors, Inc.
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
FINTRXOverview
Colonial Trust Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 1997. The firm serves individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its fee model combines percentage-of-assets-under-management billing with the option for fixed fees. Colonial Trust lists a trust company among its industry affiliations and does not position itself as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds6%
- Other6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 287Active vs passive
$308M in ETFs
98%
$300M
2%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65.8M | 85,870 | 21.38% |
Location
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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