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| Happy Holidays!! thanks for using AUM13F!! |
| Colonial Trust Advisors Inc
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| CRD # | 110257 |
| SEC # | 801-53402 |
| CIK # | 0001567993 |
| AUM | $1.7 B (2025-06-19) |
| Employees | 29 (45% Investors, 0% Brokers) |
| Phone | 864-582-3356 |
| Address | 233 South Pine Street Spartanburg, SC 29302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 76.7 | ||
| Microsoft Corp | 71.8 | ||
| Nvidia Corp | 34.0 | ||
| J P Morgan Chase & Co | 32.1 | ||
| Amazon Com Inc | 30.5 | ||
| Lilly Eli & Co | 29.1 | ||
| VISA Inc | 28.9 | ||
| Costco Wholesale Corp /NEW | 24.8 | ||
| Alphabet Inc | 24.0 | ||
| Palo Alto Networks Inc | 22.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 220.1 |
| (b) Individuals (high net worth individuals) | 367 | 1,175.1 |
| (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 | 21 | 94.2 |
| (h) Charitable organizations | 23 | 89.0 |
| (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 | 14 | 91.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,036 | 1,669.8 |
| By Discretionary | ||
| Discretionary | 1,911 | 1,532.2 |
| Non-Discretionary | 125 | 137.5 |
| Total | 2,036 | 1,669.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,669.8 | |
| Total | 2,036 | 1,669.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001567993] |
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|---|---|---|
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1.7 | |
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|
Rockbridge Investment Management LLC
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NY | 1.7 |
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Fidelis Capital Partners LLC
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FL | 1.7 |