Colony Family Offices, LLC
● SEC registered since 2013CRD 167017SEC# 801-77764Charlotte, NC
Reg. AUM
$3.36B
Employees
16
Accounts
1,048
Location
Charlotte, NC
Colony Family Offices, LLC assets under management
Colony Family Offices, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2013. It reports $3.4 billion in regulatory assets under management and employs 16 people.
Colony Family Offices, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Dean Ridenour Control | Managing Director / Chief Compliance Officer | 25-50% | 2013 |
| Eric Dean Ridenour Control | Trustee | 25-50% | 2020 |
| Ridenour 2020 Irrevocable Trust | Owner | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Colony Family Offices, LLC manage?
Colony Family Offices, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Colony Family Offices, LLC have?
Colony Family Offices, LLC reports 16 employees.
Where is Colony Family Offices, LLC located?
Colony Family Offices, LLC is based in Charlotte, NC and has been SEC-registered since 2013.
Does Colony Family Offices, LLC disclose fund performance?
Colony Family Offices, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4250 Congress Street, Suite 175, Charlotte, NC 28209 |
| Phone | 704-285-7300 |
| Fax | 704-285-7301 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.36B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$3.36Bregulatory AUM
Discretionary $3.32BNon-discretionary $46.3M