{"url":"https://nivawealth.com/firms/colonial-trust-advisors-110257","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110257","regulatoryAum":1852935341,"crd":"110257","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8144657","suffix":"III","lastName":"Anderson","firstName":"Joseph","middleName":"P."},{"crd":"4119994","suffix":null,"lastName":"BARRE","firstName":"BERT","middleName":"DIXON"},{"crd":"830712","suffix":"II","lastName":"BARRE","firstName":"HENRY","middleName":"WALTER"},{"crd":"5893210","suffix":"III","lastName":"BATTS","firstName":"HENRY","middleName":"ERLE"},{"crd":"6058560","suffix":null,"lastName":"Bynum","firstName":"Brittany","middleName":"Chester"},{"crd":"4008900","suffix":null,"lastName":"CLEMENTSON","firstName":"CHARLES","middleName":"WILLIAM"},{"crd":"7726951","suffix":null,"lastName":"Coxe","firstName":"Cullen","middleName":"Turner"},{"crd":"6851250","suffix":null,"lastName":"Fiske","firstName":"James","middleName":"Cushman"},{"crd":"7664883","suffix":null,"lastName":"Ledbetter","firstName":"Thomas","middleName":"Searcy"},{"crd":"6797934","suffix":null,"lastName":"Shalala","firstName":"Sarah","middleName":"Beth"},{"crd":"5818765","suffix":null,"lastName":"Smith","firstName":"Kathryn","middleName":"A."},{"crd":"5302850","suffix":null,"lastName":"VAN 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The fee is billed in advance, is negotiable and has a $1,000 annual minimum.","source":"COLONIAL TRUST ADVISORS, INC., filed 20 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Colonial Trust Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Colonial Trust Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Colonial Trust Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Colonial Trust Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Colonial Trust Advisors get paid?","answer":"Colonial Trust Advisors is paid through a percentage of assets under management and fixed fees. 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