Wealth manager, independent · Spartanburg, SC
Colonial Trust Advisors, Inc.
SEC-registered investment adviser · CRD 110257 · SEC 801-53402
At a glance
Colonial Trust Advisors, Inc. is an SEC-registered investment adviser based in Spartanburg, South Carolina, with $1.9B in regulatory assets under management as of its Form ADV filed June 10, 2026. It reports 895 individual clients, 356 of them high-net-worth, holding an average of about $1.8 million each, and 28 employees. That ranks it 599th among the nation’s 5,657 independent wealth management RIAs and 6th of 61 in South Carolina. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 864-582-3356colonialtrust.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #599 of 5,657
- Rank among all SEC RIAs
- #3,807 of 17,210
- Rank in South Carolina
- #6 of 61
- Individual clients
- 895
- High-net-worth clients
- 356
- Accounts
- 2,093
- Discretionary
- 92% of AUM
- Employees
- 28
- Advisory staff
- 15
- Offices
- 4
Owners and executives on its Form ADV
- Bert D. BarreChief Compliance Officer
- Camp R. WynnExecutive Vice President
- Bert D. BarrePresident, Chief Operating Officer
- Camp R. WynnChief Investment Officer
- Henry W. BarreExecutive Vice President, Chief Financial Officer
- Barry D. WynnExecutive Vice President
Custody and brokerage
Broker-dealer
No broker-dealer ties
Colonial Trust Advisors, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 356 | $1.3B | 71% |
| Individuals | 539 | $280M | 15% |
| Pension and profit sharing plans | 27 | $107M | 6% |
| Corporations or other businesses | 15 | $92M | 5% |
| Charitable organizations | 21 | $68M | 4% |
Disciplinary disclosures
Colonial Trust Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗colonialtrust.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in South Carolina
All of South Carolina →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Foster VictorGreenville | $2.6B | 1,638 |
| The Fiduciary AllianceGreenville | $2.5B | 8,744 |
| Abacus Planning Group, Inc.Columbia | $2.2B | 307 |
| Greenwood Capital Associates, LLCGreenwood | $1.8B | 660 |
| Anchor Investment ManagementColumbia | $1.5B | 763 |
| Apollon Financial, LLCMount Pleasant | $1.4B | 1,256 |
Background
Questions
How much does Colonial Trust Advisors, Inc. manage?
Colonial Trust Advisors, Inc. reports $1.9B in regulatory assets under management across 2,093 accounts, 92% of it on a discretionary basis, on its Form ADV filed June 10, 2026.
How many clients does Colonial Trust Advisors, Inc. have?
It reports 895 individual clients: 356 high-net-worth individuals and 539 other individuals. Individuals account for about 86% of its regulatory assets.
Where is Colonial Trust Advisors, Inc. headquartered?
Its main office is in Spartanburg, South Carolina. It reports 4 offices in total and 28 employees, 15 of whom perform investment advisory functions.
How does Colonial Trust Advisors, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Colonial Trust Advisors, Inc. use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed June 10, 2026, it reports these amounts held: Fidelity ($1.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Colonial Trust Advisors, Inc. a hybrid RIA with a broker-dealer?
Colonial Trust Advisors, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Colonial Trust Advisors, Inc. a fiduciary?
As an SEC-registered investment adviser, Colonial Trust Advisors, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Colonial Trust Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →