{
  "crd_number": 110257,
  "slug": "colonial-trust-advisors-inc-spartanburg-sc-110257",
  "primary_business_name": "COLONIAL TRUST ADVISORS, INC.",
  "legal_name": "COLONIAL TRUST ADVISORS, INC.",
  "dbas": [],
  "city": "Spartanburg",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "43900",
  "metro": {
    "cbsa_code": "43900",
    "common_name": "Spartanburg",
    "msa_name": "Spartanburg, SC",
    "path": "/advisors/sc/spartanburg"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-02-21",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-06-10",
  "carried_forward": false,
  "raum_total": 1852935341.0,
  "raum_discretionary": 1707890364.0,
  "raum_non_discretionary": 145044977.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 28,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 67673654.0,
      "count": 21
    },
    "individuals": {
      "raum": 279699807.0,
      "count": 539
    },
    "pension_profit_sharing": {
      "raum": 107085130.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 1306759112.0,
      "count": 356
    },
    "corporations_other_businesses": {
      "raum": 91717638.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "NC",
    "NJ",
    "NY",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://colonialtrust.com",
    "https://linkedin.com/COMPANY/COLONIAL-TRUST-COMPANY/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110257",
  "city_as_filed": "SPARTANBURG",
  "url": "https://advisorcensus.com/firm/colonial-trust-advisors-inc-spartanburg-sc-110257",
  "display_name": "Colonial Trust Advisors, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Colonial Trust Advisors, Inc. (CRD 110257): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "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",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Colonial Trust Advisors, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Colonial Trust Advisors, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Colonial Trust Advisors, Inc. registered with the SEC or a state?",
      "a": "Colonial Trust Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 110257."
    },
    {
      "q": "How much does Colonial Trust Advisors, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Colonial Trust Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Colonial Trust Advisors, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Colonial Trust Advisors, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Colonial Trust Advisors, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Colonial Trust Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1101660627.0,
      "total_employees": 17,
      "filing_date": "2021-05-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1308921017.0,
      "total_employees": 18,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1193168142.0,
      "total_employees": 20,
      "filing_date": "2023-08-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1399678109.0,
      "total_employees": 23,
      "filing_date": "2024-08-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1669779986.0,
      "total_employees": 29,
      "filing_date": "2025-06-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1852935341.0,
      "total_employees": 28,
      "filing_date": "2026-06-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 15."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,669,779,986 to $1,852,935,341 (+11%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 13 to 14."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$1,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $1,000"
        ],
        "quotes": [
          "We do not impose a minimum portfolio value. The minimum annual fixed fee is $1,000.",
          "The minimum annual fixed fee is $1,000."
        ]
      }
    ],
    "quotes": [
      "We do not impose a minimum portfolio value. The minimum annual fixed fee is $1,000.",
      "The minimum annual fixed fee is $1,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/colonial-trust-advisors-inc-spartanburg-sc-110257.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 539,
      "fewer_than_5": false,
      "raum": 279699807.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 356,
      "fewer_than_5": false,
      "raum": 1306759112.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 107085130.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 67673654.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 91717638.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/110257",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}