{
  "crd_number": 318753,
  "slug": "collins-advisors-sullivans-island-sc-318753",
  "primary_business_name": "COLLINS ADVISORS",
  "legal_name": "COLLINS ADVISORS FUND MANAGEMENT, LLC",
  "dbas": [],
  "city": "Sullivans Island",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-06-24",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-01-21",
  "carried_forward": false,
  "raum_total": 14393915.0,
  "raum_discretionary": 12664093.0,
  "raum_non_discretionary": 1729822.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2517447.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 11876468.0,
      "count": 10
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "SC"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318753",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "SULLIVANS ISLAND",
  "url": "https://advisorcensus.com/firm/collins-advisors-sullivans-island-sc-318753",
  "display_name": "Collins Advisors",
  "summary": "Collins Advisors is a state-registered investment advisory firm in Sullivans Island, SC, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.",
  "citation": "AdvisorCensus. Collins Advisors (CRD 318753): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Collins Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Collins Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Collins Advisors located?",
      "a": "Collins Advisors' principal office is in Sullivans Island, SC, according to its Form ADV."
    },
    {
      "q": "Is Collins Advisors registered with the SEC or a state?",
      "a": "Collins Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318753."
    },
    {
      "q": "How much does Collins Advisors manage?",
      "a": "Collins Advisors reports $14,393,915 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (88% discretionary)."
    },
    {
      "q": "What types of clients does Collins Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (10)."
    },
    {
      "q": "Does Collins Advisors report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318753"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/collins-advisors-sullivans-island-sc-318753.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2517447.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 11876468.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318753",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}