Colony Family Offices provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Colony Family Offices reports 656 clients. They include 631 high-net-worth individuals and 25 charitable organizations. Of its assets, 98.6% ($3.32B across 1,027 accounts) are managed with discretion; $46.3M across 21 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 96% | 96% |
| Charitable organizations | 4% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 631 | $3.22B | 95.9% | $5.11M |
| Charitable organizations | 25 | $139M | 4.1% | $5.56M |
| Total | 656 | $3.36B | 100% | $5.13M |
- Clients
- 631
- Regulatory AUM
- $3.22B
- AUM share
- 95.9%
- Avg. per client
- $5.11M
- Clients
- 25
- Regulatory AUM
- $139M
- AUM share
- 4.1%
- Avg. per client
- $5.56M
Total
- Clients
- 656
- Regulatory AUM
- $3.36B
- AUM share
- 100%
- Avg. per client
- $5.13M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Colony Family Offices charges 0.50%–1.00% a year for its Wealth Management and Financial Planning. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$30M | 1.00% |
| $30M–$50M | 0.75% |
| $50M and above | 0.50% |
Fee details and sources
Eric Ridenour owns 25% to 50% of Colony Family Offices. The leadership team of Colony Family Offices includes Chief Investment Officer Wyman Byrd and Chief Compliance Officer Eric Ridenour. It has 16 employees, 4 of them in advisory roles.
Leadership
- Eric RidenourManaging Director / Chief Compliance Officer
- Wyman ByrdChief Investment Strategist
- Susan BridgesMember
- Scott SchattenfieldTrustee
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Wyman Thomas Byrd
- Christopher Shannon Elliotte
- Peter Lindsey Jespersen
- Clare Marie Lawrence
- Kristin N Lewis
- Eric Dean Ridenour
- David Alan Worley
Staff
- 16 employees
- 4 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of Colony Family Offices, LLC
Eric Ridenour
Control person · since August 2013
- Owns 25% to 50% of Colony Family Offices, LLC
Ridenour 2020 Irrevocable Trust
since November 2020
- Owns 25% to 50% of Colony Family Offices, LLC
Scott Schattenfield
since November 2020
- Owns 10% to 25% of Colony Family Offices, LLC
Wyman Byrd
Control person · since May 2013
- Owns 10% to 25% of Colony Family Offices, LLC
Susan Bridges
since December 2013
Colony Family Offices’ regulatory assets grew 1.7× from $1.98B (March 2021) to $3.36B (August 2026); clients rose from 195 to 656 and employees from 12 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $3.36B | 656 | 16 | 3 |
| March 2025 | $2.99B | 587 | 15 | 3 |
| March 2024 | $2.6B | 481 | 14 | 3 |
| March 2023 | $2.18B | 476 | 13 | 3 |
| March 2022 | $2.36B | 212 | 12 | 3 |
| March 2021 | $1.98B | 195 | 12 | 2 |
Besides its headquarters, Colony Family Offices has 2 offices, with 3 listed addresses in North Carolina and Tennessee.
North Carolina · 2 listed addresses
- 4250 Congress Street, Suite 175, CharlotteHQ
- 1340 Environ Way, Chapel Hill
Tennessee · 1 listed address
- 3102 West End Avenue, Nashville
Contact and registration details
- Legal name
- Colony Family Offices, LLC
- Headquarters
- 4250 Congress Street, Suite 175, Charlotte, NC 28209
- Website
- colonyfamilyoffices.com
- Phone
- 704-285-7300
- @colony-family-offices
- SEC file
- 801-77764
- Structure
- North Carolina LLC
- Fiscal year end
- December
Colony Family Offices uses Fidelity ($2.84B) as custodian for its separately managed accounts. Colony Family Offices has custody of $3.36B in client assets for 656 clients.
- FidelityNational Financial Services LLC · Boston, MA · $2.84B100%
At year end, Colony Family Offices’ separately managed accounts were largely in funds (47%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $455M across 61 positions; the largest are Dimensional ETF Trust (21.7%), iShares TR (13.8%) and iShares TR (9.7%).
What the accounts hold
- Stocks30%
- Funds47%
- Registered funds28%
- Pooled vehicles19%
- Bonds14%
- Cash9%
Reported 13F holdings
- $455M
- Reported 13F value
- 61
- Positions
- 76.3%
- In the 10 largest
- +12.2%
- Value vs. prior quarter
- Dimensional ETF Trust · US Equi Mark ETF21.7%
- iShares TR · Core MSCI Eafe13.8%
- iShares TR · Core S&P Scp ETF9.7%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF6.0%
- Vanguard Mun BD Fds · Tax Exempt BD5.5%
- Dimensional ETF Trust · Emgr Cre EQT Mng5.3%
- Gmo ETF Trust · US Quality ETF4.7%
- Flexshares TR · Mornstar Upstr4.3%
- Vanguard BD Index Fds · Vanguard Ultra2.8%
- Select Sector SPDR TR · ST Str Techn ETF2.4%
Together, the ten largest are 76.3% of reported value.
How many clients does Colony Family Offices have?
Colony Family Offices has 656 clients and manages $3.36 billion for them, as of August 2026. They include 631 high-net-worth individuals and 25 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does Colony Family Offices offer?
Colony Family Offices provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Colony Family Offices charge?
Colony Family Offices charges 0.50%–1.00% a year for its Wealth Management and Financial Planning. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: COLONY ADV PART 2A 2.25.2026, filed 25 February 2026
Which custodians does Colony Family Offices use?
Colony Family Offices’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $2.84B. 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 August 2026
How many financial advisors does Colony Family Offices have?
Colony Family Offices has 7 investment adviser representatives registered with state securities authorities, out of 16 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Colony Family Offices invest in?
At the end of its last fiscal year, Colony Family Offices’ separately managed accounts held 30% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 19% pooled vehicles (private funds and similar), 14% state and local bonds and 9% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Colony Family Offices?
Colony Family Offices’ direct owners are Wyman Byrd, Eric Ridenour, Susan Bridges, Ridenour 2020 Irrevocable Trust and Scott Schattenfield, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does Colony Family Offices get paid?
Colony Family Offices 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 Colony Family Offices registered with the SEC?
Yes, Colony Family Offices has been registered with the SEC as an investment adviser since 19 March 2013. Its CRD number is 167017 and its SEC file number is 801-77764.
Source: Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record
How do I contact Colony Family Offices?
Colony Family Offices’ main office is at 4250 Congress Street, Suite 175, Charlotte, NC 28209. Its phone number is 704-285-7300. Its website is colonyfamilyoffices.com.