# 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.

- CRD: 110257
- Filed as: COLONIAL TRUST ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spartanburg, SC
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110257
- AdvisorCensus page: https://advisorcensus.com/firm/colonial-trust-advisors-inc-spartanburg-sc-110257

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 20, 2026)

- Minimum annual fee: $1,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,852,935,341
- Discretionary: $1,707,890,364
- Non-discretionary: $145,044,977

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 539 | $279,699,807 |
| High net worth individuals | 356 | $1,306,759,112 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $107,085,130 |
| Charitable organizations | 21 | $67,673,654 |
| Corporations or other businesses not listed above | 15 | $91,717,638 |

### 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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 28 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, NC, NJ, NY, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Charleston, SC
- Columbia, SC
- Greenville, SC

### Websites listed on Form ADV (Item 1.I)
- colonialtrust.com
- LinkedIn @COLONIAL-TRUST-COMPANY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,101,660,627 | 17 | May 4, 2021 |
| October 2022 | $1,308,921,017 | 18 | September 27, 2022 |
| October 2023 | $1,193,168,142 | 20 | August 23, 2023 |
| October 2024 | $1,399,678,109 | 23 | August 15, 2024 |
| October 2025 | $1,669,779,986 | 29 | June 19, 2025 |
| October 2026 | $1,852,935,341 | 28 | June 10, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colonial Trust Advisors, Inc. (CRD 110257): Form ADV filing data as of October 2026.