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 investment adviser (registered 2013) that serves both individual/family and institutional clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fees combine a percentage-of-AUM component with fixed fees. Colony does not identify as an active ESG investor and is not presented as a multi-state adviser in the source data. The firm also lists a trust company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 9CHRISTOPHER 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
$437M in ETFs
64%
$281M
34%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $82.1M | 1,157,780 | 18.77% |
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
Similar firms
BILTMORE FAMILY OFFICE, LLC
RIACharlotte, NC
FALFURRIAS MANAGEMENT PARTNERS LP
RIACharlotte, NC
NEW REPUBLIC PARTNERS
RIACharlotte, NC
BRAGG FINANCIAL ADVISORS INC
RIACharlotte, NC
ALUMINA INVESTMENT MANAGEMENT
RIACharlotte, NC
PAMLICO CAPITAL
RIACharlotte, NC