Cullen Turner Coxe
Investment Adviser Representative at Colonial Trust Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cullen Turner Coxe is an investment adviser representative with Colonial Trust Advisors, Inc. in Greenville, SC, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Texas Capital BANK Private Wealth Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in South Carolina.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Texas Capital BankApr 2023 – Mar 2026Dallas, TX
- Highland Park High SchoolAug 2013 – May 2017Dallas, TX
- NorthmarqJun 2021 – Aug 2021Dallas, TX
- Southern Methodist UniversityJun 2017 – Dec 2022Dallas, TX
- UnemployedDec 2022 – Apr 2023Dallas, TX
- Colonial Trust Advisors, Inc.Apr 2026 – no end date reportedGreenville, SC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Colonial Trust Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, trust and fiduciary services, wealth planning, family office services, and corporate retirement plans including 401(k), profit sharing, defined benefit, and cash balance plans.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Spartanburg, SC
- SEC file number:
- 801-53402
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 10, 2026
View full firm profileOther advisors at Colonial Trust Advisors, Inc.
Showing 12 of 15 in the directory
Similar advisors in Greenville, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cullen Turner Coxe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched