# Colony Family Offices, LLC

> Colony Family Offices, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 167017
- Filed as: COLONY FAMILY OFFICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167017
- AdvisorCensus page: https://advisorcensus.com/firm/colony-family-offices-llc-charlotte-nc-167017

## Quick answers

**How is Colony Family Offices, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Colony Family Offices, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Colony Family Offices, LLC located?**
Colony Family Offices, LLC's principal office is in Charlotte, NC, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Colony Family Offices, LLC registered with the SEC or a state?**
Colony Family Offices, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 167017.

**How much does Colony Family Offices, LLC manage?**
Colony Family Offices, LLC reports $3,362,394,020 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (99% discretionary).

**How have Colony Family Offices, LLC's assets and staff changed since 2021?**
In the Form ADV data for Colony Family Offices, LLC: Regulatory assets under management: $1,982,934,772 in the October 2021 data and $3,362,394,020 in the October 2026 data, up 70%. Total employees: 12 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Colony Family Offices, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (631); charitable organizations (25).

**Which custodians does Colony Family Offices, LLC use?**
Colony Family Offices, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Colony Family Offices, LLC 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/167017

**Does Colony Family Offices, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "As a condition for starting and maintaining an advisory relationship with us, we generally require that family relationships have a minimum collective investment account of $10,000,000."

**What changed in Colony Family Offices, LLC's recent Form ADV filings?**
In the September 2026 filing data: Changed its office addresses in Chapel Hill, NC.

## 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 February 25, 2026)

- Account minimum: $10,000,000

> As a condition for starting and maintaining an advisory relationship with us, we generally require that family relationships have a minimum collective investment account of $10,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial 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: $3,362,394,020
- Discretionary: $3,316,138,803
- Non-discretionary: $46,255,217

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 631 | $3,223,414,010 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 25 | $138,980,010 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 16 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, MA, MD, NC, NY, RI, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Chapel Hill, NC
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- [colonyfamilyoffices.com](https://colonyfamilyoffices.com)
- LinkedIn @colony-family-offices

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,982,934,772 | 12 | March 12, 2021 |
| October 2022 | $2,356,636,345 | 12 | March 24, 2022 |
| October 2023 | $2,184,677,651 | 13 | March 29, 2023 |
| October 2024 | $2,600,638,955 | 14 | August 23, 2024 |
| October 2025 | $2,989,459,612 | 15 | March 18, 2025 |
| October 2026 | $3,362,394,020 | 16 | August 10, 2026 |

Regulatory assets under management: $1,982,934,772 in the October 2021 data and $3,362,394,020 in the October 2026 data, up 70%.
Total employees: 12 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Changed its office addresses in Chapel Hill, NC.

### March 2026
- Regulatory assets under management went from $2,989,459,612 to $3,362,394,020 (+12%).
- Changed its office addresses in Chapel Hill, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colony Family Offices, LLC (CRD 167017): Form ADV filing data as of October 2026.