Colonial Trust Advisors, Inc.

About Colonial Trust Advisors, Inc.

<p>Founded in 1996 with roots in an original company formed in 1913, Colonial Trust Advisors, Inc. is a privately owned investment advisory firm based in Spartanburg in the Upstate South Carolina region. The firm also has offices in Greenville, Columbia, and Charleston, working with clients across the state.</p> <p>Colonial Trust provides wealth management and fiduciary services for individuals, families, and institutions. Its work includes investment management, trust and fiduciary services, wealth planning, family office services, and corporate retirement plan design and ongoing plan management.</p> <p>The team includes professionals with CFA, CFP&reg;, and AIF&reg; designations. One differentiator is the firm’s multigenerational background paired with in-house fiduciary and trust capabilities alongside retirement plan advisory work.</p> <p>Colonial Trust Advisors, Inc. manages approximately $1.19 billion in assets under management and serves over 490 individual clients.</p> <ul> <li>Investment management and portfolio oversight</li> <li>Trust and fiduciary services</li> <li>Wealth planning and family office services</li> <li>Corporate retirement plan design and management (<a href="/plan-advisors">plan advisors</a>)</li> </ul>

Website: https://colonialtrust.com/

Founded: 1996