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COLONIAL TRUST ADVISORS, INC.

dba COLONIAL TRUST ADVISORS, INC. · CRD 110257 · Registered Investment Adviser

COLONIAL TRUST ADVISORS, INC. is a Registered Investment Adviser headquartered in SPARTANBURG, SC. The firm reports $1,852,935,341 in regulatory assets under management across 2,093 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,707,890,364
Non-discretionary$145,044,977
Total RAUM$1,852,935,341
Accounts2,093

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 110257. adviserinfo.sec.gov/firm/summary/110257.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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