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| Colonial Trust Advisors Inc
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|---|---|
| CRD # | 110257 |
| SEC # | 801-53402 |
| CIK # | 0001567993 |
| AUM | $1.9 B (2026-06-10) |
| Employees | 28 (54% Investors, 0% Brokers) |
| Phone | 864-582-3356 |
| Address | 233 South Pine Street Spartanburg, SC 29302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001567993 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 78.4 | ||
| Microsoft Corp | 55.8 | ||
| Nvidia Corp | 40.7 | ||
| Alphabet Inc | 38.4 | ||
| Johnson & Johnson | 33.1 | ||
| Lilly Eli & Co | 33.1 | ||
| J P Morgan Chase & Co | 32.4 | ||
| Amazon Com Inc | 30.2 | ||
| Visa Inc | 23.4 | ||
| Costco Wholesale Corp /NEW | 23.1 | ||
| Goldman Sachs Group Inc | 21.5 | ||
| Wal Mart Stores Inc | 21.4 | ||
| Applied Materials Inc /DE | 18.3 | ||
| Palo Alto Networks Inc | 18.2 | ||
| Duke Energy Corp | 17.7 | ||
| Home Depot Inc | 16.8 | ||
| Procter & Gamble Co | 16.4 | ||
| Eaton Corp Ltd | 16.1 | ||
| Union Pacific Corp | 15.6 | ||
| Air Products & Chemicals Inc /DE/ | 15.2 | ||
| Chevron Corp | 13.9 | ||
| Waste Management Inc | 13.9 | ||
| Oracle Corp | 13.9 | ||
| Coca Cola Co | 13.7 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Austin Asset Management Co
✚
|
TX | 1.9 |
|
Blueprint Investment Partners LLC
✚
|
NC | 1.9 |
|
WestEnd Advisors LLC
✚
|
NC | 1.9 |
|
UX Wealth Partners LLC
✚
|
CO | 1.9 |
|
Diversified Management Inc
✚
|
WI | 1.9 |
|
Ashton Thomas Securities LLC
✚
|
NY | 1.9 |
|
TIDE Cycle Resources LLC
✚
|
NH | 1.9 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.8 |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.8 |
|
Azzad Asset Management Inc
✚
|
VA | 1.8 |