Colonial Trust Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Colonial Trust Advisors reports 958 clients. They include 539 individual clients, 356 high-net-worth individuals, and 27 pension and profit-sharing plans. Of its assets, 92.2% ($1.71B across 1,982 accounts) are managed with discretion; $145M across 111 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 15% |
| High-net-worth individuals | 37% | 71% |
| Pension and profit-sharing plans | 3% | 6% |
| Charitable organizations | 2% | 4% |
| Corporations and other businesses | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 539 | $280M | 15.1% | $519K |
| High-net-worth individuals | 356 | $1.31B | 70.5% | $3.67M |
| Pension and profit-sharing plans | 27 | $107M | 5.8% | $3.97M |
| Charitable organizations | 21 | $67.7M | 3.7% | $3.22M |
| Corporations and other businesses | 15 | $91.7M | 4.9% | $6.11M |
| Total | 958 | $1.85B | 100% | $1.93M |
- Clients
- 539
- Regulatory AUM
- $280M
- AUM share
- 15.1%
- Avg. per client
- $519K
- Clients
- 356
- Regulatory AUM
- $1.31B
- AUM share
- 70.5%
- Avg. per client
- $3.67M
- Clients
- 27
- Regulatory AUM
- $107M
- AUM share
- 5.8%
- Avg. per client
- $3.97M
- Clients
- 21
- Regulatory AUM
- $67.7M
- AUM share
- 3.7%
- Avg. per client
- $3.22M
- Clients
- 15
- Regulatory AUM
- $91.7M
- AUM share
- 4.9%
- Avg. per client
- $6.11M
Total
- Clients
- 958
- Regulatory AUM
- $1.85B
- AUM share
- 100%
- Avg. per client
- $1.93M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Colonial Trust Advisors charges 0.375%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $1,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2.5M | 0.75% |
| $2.5M–$5M | 0.60% |
| $5M–$7M | 0.50% |
| $7M and above | 0.375% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning fees typically range from $1,500 to $5,000 depending on the scope of the engagement, negotiated when the engagement is agreed.
Colonial Trust Group, Inc. owns 75% or more of Colonial Trust Advisors and is in turn owned by Camp Wynn (50–75%) and Bert Barre (50–75%). The leadership team of Colonial Trust Advisors includes President Bert Barre, Chief Investment Officer Camp Wynn and Chief Financial Officer Henry Barre. It has 28 employees, 15 of them in advisory roles.
Leadership
- Bert BarrePresident, Chief Operating Officer
- Henry BarreExecutive Vice President, Chief Financial Officer
- Camp WynnExecutive Vice President
- Barry WynnExecutive Vice President
- Bert BarreChief Compliance Officer
- Camp WynnChief Investment Officer
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Joseph P. Anderson III
- Bert Dixon Barre
- Henry Walter Barre II
- Henry Erle Batts III
- Brittany Chester Bynum
- Charles William Clementson
- Cullen Turner Coxe
- James Cushman Fiske
- Thomas Searcy Ledbetter
- Sarah Beth Shalala
- Kathryn A. Smith
- Matthew Jordan Van Name
- William Charlton Wieters
- Barry Dean Wynn
- Camp Rooker Wynn
Staff
- 28 employees
- 15 in advisory functions
- 15 state-registered reps
- 3 insurance agents
- Owns 75% or more of Colonial Trust Advisors, Inc.
Colonial Trust Group, Inc.
Control person · since December 1996
- Owns 50% to 75% of Colonial Trust Group, Inc.
Camp Wynn
since December 2022
- Owns 50% to 75% of Colonial Trust Group, Inc.
Bert Barre
since December 2022
Colonial Trust Advisors’ regulatory assets grew 1.7× from $1.1B (May 2021) to $1.85B (June 2026); clients rose from 735 to 958 and employees from 17 to 28.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.85B | 958 | 28 | 4 |
| June 2025 | $1.67B | 934 | 29 | 4 |
| February 2024 | $1.4B | 922 | 23 | 4 |
| March 2023 | $1.19B | 903 | 20 | 4 |
| March 2022 | $1.31B | 855 | 18 | 4 |
| May 2021 | $1.1B | 735 | 17 | 4 |
Besides its headquarters, Colonial Trust Advisors has 3 offices, with 4 listed addresses in South Carolina.
South Carolina · 4 listed addresses
- 233 South Pine Street, SpartanburgHQ
- 101 E. Washington Street, Greenville
- 6 Calendar Court, Columbia
- 578 East Bay Street, Charleston
Contact and registration details
- Legal name
- Colonial Trust Advisors, Inc.
- Headquarters
- 233 South Pine Street, Spartanburg, SC 29302
- Website
- colonialtrust.com
- Phone
- 864-582-3356
- View profile
- SEC file
- 801-53402
- Founded
- 1996
- Structure
- South Carolina corporation
- Fiscal year end
- December
Colonial Trust Advisors uses Fidelity ($1.59B) as custodian for its separately managed accounts. Colonial Trust Advisors has custody of $534M in client assets for 204 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.59B100%
At year end, Colonial Trust Advisors’ separately managed accounts were mostly in stocks (59%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.44B across 807 positions; the largest are Apple Inc. (6.2%), iShares Core S&P 500 ETF (4.5%) and Microsoft Corp. (3.9%).
What the accounts hold
- Stocks59%
- Funds17%
- Registered funds16%
- Pooled vehicles1%
- Bonds10%
- Investment grade corporate bonds6%
- U.S. government and agency bonds1%
- State and local bonds1%
- Sovereign bonds1%
- High-yield corporate bonds1%
- Cash7%
- Other7%
- Lp and 401k assets6%
- Derivatives1%
Reported 13F holdings
- $1.44B
- Reported 13F value
- 807
- Positions
- 34.4%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- Apple Inc.6.2%
- iShares Core S&P 500 ETFETF4.5%
- Microsoft Corp.3.9%
- Alphabet Inc. Cap Stk CL A3.3%
- Nvidia Corporation3.3%
- Lilly Eli & CO3.0%
- Palo Alto Networks Inc.2.7%
- Applied Matls Inc.2.6%
- JPMORGAN Chase & CO2.5%
- Amazon Com Inc.2.4%
Together, the ten largest are 34.4% of reported value.
How many clients does Colonial Trust Advisors have?
Colonial Trust Advisors has 958 clients and manages $1.85 billion for them, as of June 2026. They include 539 individual clients, 356 high-net-worth individuals, and 27 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 June 2026
What services does Colonial Trust Advisors offer?
Colonial Trust Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Colonial Trust Advisors charge?
Colonial Trust Advisors charges 0.375%–1.00% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $1,000 annual minimum.
Which custodians does Colonial Trust Advisors use?
Colonial Trust Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.59B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 June 2026
How many financial advisors does Colonial Trust Advisors have?
Colonial Trust Advisors has 15 investment adviser representatives registered with state securities authorities, out of 28 employees, and 15 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Colonial Trust Advisors invest in?
At the end of its last fiscal year, Colonial Trust Advisors’ separately managed accounts held 59% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 6% investment grade corporate bonds, 6% other, 1% U.S. government and agency bonds, 1% state and local bonds, 1% sovereign bonds, 1% high-yield corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar). The 6% other category is described as: LP and 401k Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Colonial Trust Advisors?
Colonial Trust Advisors is owned through a trust by Camp Wynn and Bert Barre. Its direct owner is Colonial Trust Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 June 2026
How does Colonial Trust Advisors get paid?
Colonial Trust Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Colonial Trust Advisors registered with the SEC?
Yes, Colonial Trust Advisors has been registered with the SEC as an investment adviser since 21 February 1997. Its CRD number is 110257 and its SEC file number is 801-53402.
Source: Form ADV Part 1A, Item 1, filed 10 June 2026; IAPD firm record
How do I contact Colonial Trust Advisors?
Colonial Trust Advisors’ main office is at 233 South Pine Street, Spartanburg, SC 29302. Its phone number is 864-582-3356. Its website is colonialtrust.com.