COLONIAL TRUST ADVISORS, INC.
SEC RegisteredTrust for the future.
About the firm
Colonial Trust Company has provided wealth management and fiduciary services across South Carolina for over a century. As a privately-owned, family-owned, multigenerational firm, it delivers high-quality, comprehensive services to individuals, families, and institutions, partnering with clients to design solutions for their financial objectives and needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Individuals, families, institutions, ultra high-net worth families, and companies of all sizes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 539 | $280M |
| High Net Worth Individuals | 356 | $1.3B |
| Charitable Organizations | 27 | $107M |
| State/Municipal Entities | 21 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COLONIAL TRUST ADVISORS, INC. 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 the SEC or FINRA websites before making any decision.