COLONIAL TRUST ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,852,935,341
Discretionary
$1,707,890,364
Non-discretionary
$145,044,977
Firm details
- CRD number
- 110257
- SEC file number
- 801-53402
- Main office
- SPARTANBURG, SC, United States
- Employees
- 28
- SEC status
- Approved
- Website
- HTTP://WWW.COLONIALTRUST.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.