# Collins Advisors

> 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.

- CRD: 318753
- Filed as: COLLINS ADVISORS
- Legal name: Collins Advisors Fund Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sullivans Island, SC
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318753
- AdvisorCensus page: https://advisorcensus.com/firm/collins-advisors-sullivans-island-sc-318753

## Quick answers

**How is Collins Advisors compensated?**
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.

**Where is Collins Advisors located?**
Collins Advisors' principal office is in Sullivans Island, SC, according to its Form ADV.

**Is Collins Advisors registered with the SEC or a state?**
Collins Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318753.

**How much does Collins Advisors manage?**
Collins Advisors reports $14,393,915 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (88% discretionary).

**What types of clients does Collins Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (10).

**Does Collins Advisors report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,393,915
- Discretionary: $12,664,093
- Non-discretionary: $1,729,822

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,517,447 |
| High net worth individuals | 10 | $11,876,468 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(3): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318753

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collins Advisors (CRD 318753): Form ADV filing data as of October 2026.