AdvisorCensus / Financial advisors / South Carolina / Spartanburg / Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. is an SEC-registered investment advisory firm in Spartanburg, SC, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 10, 2026.
Quick answers
From the filingHow is Colonial Trust Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Colonial Trust Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Colonial Trust Advisors, Inc. located?
Colonial Trust Advisors, Inc.'s principal office is in Spartanburg, SC, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Colonial Trust Advisors, Inc. registered with the SEC or a state?
Colonial Trust Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 110257.
How much does Colonial Trust Advisors, Inc. manage?
Colonial Trust Advisors, Inc. reports $1,852,935,341 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (92% discretionary).
How have Colonial Trust Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Colonial Trust Advisors, Inc.: Regulatory assets under management: $1,101,660,627 in the October 2021 data and $1,852,935,341 in the October 2026 data, up 68%. Total employees: 17 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Colonial Trust Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (539); high net worth individuals (356); pension and profit sharing plans (but not the plan participants or government pension plans) (27).
Which custodians does Colonial Trust Advisors, Inc. use?
Colonial Trust Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Colonial Trust Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110257
What changed in Colonial Trust Advisors, Inc.'s recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in LA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $1,000
The brochure's wording
We do not impose a minimum portfolio value. The minimum annual fixed fee is $1,000.
The minimum annual fixed fee is $1,000.
As stated in the firm's Form ADV Part 2A brochure dated May 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,852,935,341 as of October 2026, filing dated June 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1997 (29 years)
- Employees
- Total: 28. Performing investment advisory functions: 15.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the July 2026 filing
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,852,935,341 | 28 | June 10, 2026 |
| October 2025 | $1,669,779,986 | 29 | June 19, 2025 |
| October 2024 | $1,399,678,109 | 23 | August 15, 2024 |
| October 2023 | $1,193,168,142 | 20 | August 23, 2023 |
| October 2022 | $1,308,921,017 | 18 | September 27, 2022 |
| October 2021 | $1,101,660,627 | 17 | May 4, 2021 |
Regulatory assets under management: $1,101,660,627 in the October 2021 data and $1,852,935,341 in the October 2026 data, up 68%.
Total employees: 17 in October 2021 and 28 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in LA.
- June 2026
- Employees performing advisory functions went from 14 to 15.
- April 2026
- Regulatory assets under management went from $1,669,779,986 to $1,852,935,341 (+11%).
- December 2025
- Employees performing advisory functions went from 13 to 14.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Colonial Trust Advisors, Inc. (CRD 110257): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/colonial-trust-advisors-inc-spartanburg-sc-110257