COLONIAL TRUST ADVISORS, INC.

CRD 110257File 801-53402

APPROVED

Retail clients

Custody

Filing as of Jun 10, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.85B

Top 25% of cohort (national)

Discretionary AUM

$1.71B

Non-discretionary $145.0M

Clients

958

2,093 accounts

Employees

Top 10% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Feb 21, 1997
Principal office: 233 SOUTH PINE STREET, SPARTANBURG, SC, 29302
Phone: 864-582-3356
Website: HTTP://WWW.COLONIALTRUST.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.85B
Discretionary AUM: $1.71B
Non-discretionary AUM: $145.0M
Discretionary accounts: 1,982
Non-discretionary accounts: 111
Total accounts: 2,093
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$91.7M
Charitable organizations	21	$67.7M
High net worth individuals	356	$1.31B
Pension and profit sharing plans	27	$107.1M
Individuals (other than high net worth individuals)	539	$279.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Jun 1, 2026	Employees	27	28	increased by1
Apr 1, 2026	Employees	30	27	decreased by3
Apr 1, 2026	Clients	934	958	increased by24
Apr 1, 2026	AUM	$1,669,779,986	$1,852,935,341	increased by$183,155,355
Apr 1, 2026	Accounts	2,036	2,093	increased by57
Dec 1, 2025 vs May 1, 2025	Employees	27	30	increased by3
May 1, 2025 vs Oct 1, 2022	Employees	18	27	increased by9
May 1, 2025 vs Oct 1, 2022	Clients	855	934	increased by79
May 1, 2025 vs Oct 1, 2022	AUM	$1,308,921,017	$1,669,779,986	increased by$360,858,969
May 1, 2025 vs Oct 1, 2022	Accounts	1,803	2,036	increased by233
Apr 1, 2022	Clients	735	855	increased by120
Apr 1, 2022	AUM	$1,101,660,627	$1,308,921,017	increased by$207,260,390
Apr 1, 2022	Accounts	1,655	1,803	increased by148
Jan 1, 2022	Employees	17	18	increased by1
Jun 1, 2021	Employees	16	17	increased by1

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “COLONIAL TRUST” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLONIAL TRUST” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.