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| Colonial Trust Advisors Inc
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|---|---|
| CRD # | 110257 |
| SEC # | 801-53402 |
| CIK # | 0001567993 |
| AUM | 1,852.9 M (2026-06-10) |
| Employees | 28 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 864-582-3356 |
| Address | 233 South Pine Street Spartanburg, SC 29302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 78.4 | ||
| Microsoft Corp | 55.8 | ||
| Nvidia Corp | 40.7 | ||
| Alphabet Inc | 38.4 | ||
| Johnson & Johnson | 33.1 | ||
| Lilly Eli & Co | 33.1 | ||
| J P Morgan Chase & Co | 32.4 | ||
| Amazon Com Inc | 30.2 | ||
| Visa Inc | 23.4 | ||
| Costco Wholesale Corp /NEW | 23.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 279.7 |
| (b) Individuals (high net worth individuals) | 356 | 1,306.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 107.1 |
| (h) Charitable organizations | 21 | 67.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 91.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,093 | 1,852.9 |
| By Discretionary | ||
| Discretionary | 1,982 | 1,707.9 |
| Non-Discretionary | 111 | 145.0 |
| Total | 2,093 | 1,852.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,852.9 | |
| Total | 2,093 | 1,852.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001567993] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 |
| Serves | Institutional, Retail |
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