Colonial Trust Advisors, Inc.
● SEC registered since 1997CRD 110257SEC# 801-53402Spartanburg, SC
Reg. AUM
$1.85B
Employees
28
Accounts
2,093
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 $1.9 billion in regulatory assets under management and employs 28 people.
Colonial Trust Advisors, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Dean Wynn Control | Executive Vice President | Under 5% | 2023 |
| Bert Dixon Barre Control | President, Chief Operating Officer | Under 5% | 2023 |
| Bert Dixon Barre Control | Chief Compliance Officer | Under 5% | 2005 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Colonial Trust Advisors, Inc. manage?
Colonial Trust Advisors, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Colonial Trust Advisors, Inc. have?
Colonial Trust Advisors, Inc. reports 28 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
| Address | 233 South Pine Street, Spartanburg, SC 29302 |
| Phone | 864-582-3356 |
| Fax | 864-582-7839 |
| Office hours | 8:30 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.85B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.85Bregulatory AUM
Discretionary $1.71BNon-discretionary $145M