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Colonial Trust Advisors, Inc.

● SEC registered since 1997CRD 110257SEC# 801-53402Spartanburg, SC
Export (members)
Reg. AUM
$1.67B
Employees
29
Accounts
2,036
Location
Spartanburg, SC

Colonial Trust Advisors, Inc. assets under management

Colonial Trust Advisors, Inc. is an investment advisory firm registered with the SEC based in Spartanburg, SC. The firm has been registered since 1997. It reports $1.7 billion in regulatory assets under management and employs 29 people.
www.colonialtrust.comView on SEC.gov ↗

Colonial Trust Advisors, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Barry Dean Wynn ControlExecutive Vice PresidentUnder 5%2023
Bert Dixon Barre ControlPresident, Chief Operating OfficerUnder 5%2023
Bert Dixon Barre ControlChief Compliance OfficerUnder 5%2005
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Frequently asked questions

How much does Colonial Trust Advisors, Inc. manage?

Colonial Trust Advisors, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Colonial Trust Advisors, Inc. have?

Colonial Trust Advisors, Inc. reports 29 employees.

Where is Colonial Trust Advisors, Inc. located?

Colonial Trust Advisors, Inc. is based in Spartanburg, SC and has been SEC-registered since 1997.

Does Colonial Trust Advisors, Inc. disclose fund performance?

Colonial Trust Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address233 South Pine Street, Spartanburg, SC 29302
Phone864-582-3356
Fax864-582-7839
Office hours8:30 - 5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.53B
Non-discretionary$137.5M
Total (RAUM)$1.67B