{"url":"https://nivawealth.com/firms/colony-family-offices-167017","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167017","regulatoryAum":3362394020,"crd":"167017","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4888880","suffix":null,"lastName":"BYRD","firstName":"WYMAN","middleName":"THOMAS"},{"crd":"5378295","suffix":null,"lastName":"ELLIOTTE","firstName":"CHRISTOPHER","middleName":"SHANNON"},{"crd":"5613456","suffix":null,"lastName":"JESPERSEN","firstName":"PETER","middleName":"LINDSEY"},{"crd":"8202783","suffix":null,"lastName":"LAWRENCE","firstName":"CLARE","middleName":"MARIE"},{"crd":"5915256","suffix":null,"lastName":"LEWIS","firstName":"KRISTIN","middleName":"N"},{"crd":"3064132","suffix":null,"lastName":"RIDENOUR","firstName":"ERIC","middleName":"DEAN"},{"crd":"7513713","suffix":null,"lastName":"Worley","firstName":"David","middleName":"Alan"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-12","regulatoryAum":1982934772,"clients":195,"employees":12,"offices":2},{"filedOn":"2022-03-24","regulatoryAum":2356636345,"clients":212,"employees":12,"offices":3},{"filedOn":"2023-03-29","regulatoryAum":2184677651,"clients":476,"employees":13,"offices":3},{"filedOn":"2024-03-13","regulatoryAum":2600638955,"clients":481,"employees":14,"offices":3},{"filedOn":"2025-03-18","regulatoryAum":2989459612,"clients":587,"employees":15,"offices":3},{"filedOn":"2026-08-10","regulatoryAum":3362394020,"clients":656,"employees":16,"offices":3}],"secFileNumber":"801-77764","legalName":"Colony Family Offices, LLC","displayName":"Colony Family Offices","slug":"colony-family-offices-167017","website":"https://colonyfamilyoffices.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/167017/06405bba59b48340-r1.webp","tone":"dark","width":284,"height":200,"sourceUrl":"https://colonyfamilyoffices.com/","sourceLabel":"Colony Family Offices, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/colony-family-offices","founded":null,"organization":"North Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4250 Congress Street, Suite 175","city":"Charlotte","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"28209"},"tradeNames":[],"registration":{"secApproved":"19 March 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5108421.568938193,"staff":{"employees":16,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":3362394020,"discretionary":3316138803,"discretionaryAccounts":1027,"nonDiscretionary":46255217,"nonDiscretionaryAccounts":21,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":631,"regulatoryAum":3223414010},{"label":"Charitable organizations","clients":25,"regulatoryAum":138980010}],"feePrograms":[{"role":"main","program":"Wealth Management and Financial Planning","feeBasis":"marginal","fee_tiers":[{"to":30000000,"pct":1,"from":0},{"to":50000000,"pct":0.75,"from":30000000},{"to":null,"pct":0.5,"from":50000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011931","versionId":1011931,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-25","documentName":"COLONY ADV PART 2A 2.25.2026","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:02:21.53059+00:00","documents":[{"name":"COLONY ADV PART 2A 2.25.2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011931","versionId":1011931,"submittedOn":"2026-02-25"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":2835840302}],"custodyNote":"Colony Family Offices has custody of $3.36B in client assets for 656 clients.","leadership":[{"name":"Eric Ridenour","title":"Managing Director / Chief Compliance Officer","crd":"3064132"},{"name":"Wyman Byrd","title":"Chief Investment Strategist","crd":"4888880"},{"name":"Susan Bridges","title":"Member","crd":"4631937"},{"name":"Scott Schattenfield","title":"Trustee","crd":"1289006"}],"ownership":[{"label":"Wyman Byrd","detail":"Chief investment strategist in the 10% to 25% ownership band and a control person, since May 2013."},{"label":"Eric Ridenour","detail":"Managing director / chief compliance officer in the 25% to 50% ownership band and a control person, since August 2013. Also trustee in the 25% to 50% ownership band and a control person, since November 2020."},{"label":"Susan Bridges","detail":"Member in the 10% to 25% ownership band, since December 2013."},{"label":"Ridenour 2020 Irrevocable Trust","detail":"Owner in the 25% to 50% ownership band, since November 2020."},{"label":"Scott Schattenfield","detail":"Trustee in the 25% to 50% ownership band, since November 2020."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":2,"addresses":[{"street":"4250 Congress Street, Suite 175","city":"Charlotte","headquarters":true},{"street":"1340 Environ Way","city":"Chapel Hill"}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"3102 West End Avenue","city":"Nashville"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"704-285-7300","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"U.S. state and local bonds","percent":14},{"label":"Securities issued by registered investment companies or business development companies","percent":28},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":19},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"10 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167017/PDF/167017.pdf","brochureDate":"25 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011931","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Colony Family Offices have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Colony Family Offices offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Colony Family Offices charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Colony Family Offices use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Colony Family Offices have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Colony Family Offices invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Colony Family Offices?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Colony Family Offices get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Colony Family Offices registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Colony Family Offices?","answer":"Colony Family Offices’ main office is at 4250 Congress Street, Suite 175, Charlotte, NC 28209. Its phone number is 704-285-7300. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}