Colony Family Offices, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 167017
- Registered since
- March 19, 2013
- Website
- colonyfamilyoffices.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.87%
- Charitable Organizations4.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Colony Family Offices, LLC is an independent SEC-registered RIA that has been operating since 2013 and positions itself as a capital allocator for private clients and institutions. The firm serves individuals, families and institutional clients, charging either a percentage of assets under management or fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers. FINTRX flags the firm as not actively pursuing ESG mandates and not operating as a multi-state adviser.
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 Equities30%
- Public Funds/Mutual Funds28%
- Private Funds19%
- State & Local Bonds14%
- Cash & Cash Equivalents9%
Contacts
3 of 9
Christopher Elliotte
Wealth AdvisorCRD 5378295
Eric Ridenour
Wealth AdvisorCRD 3064132
Susan Bridges
MemberCRD 4631937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$494M in ETFs
63%
$310M
35%
$184M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $98.7M | 1,204,562 | 19.98% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 4250 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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