COLONIAL TRUST ADVISORS, INC.

CRD 110257File 801-53402

APPROVED

Retail clients

Custody

Filing as of Jun 10, 2026

Feed vintage Aug 17, 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: HTTPS://WWW.LINKEDIN.COM/COMPANY/COLONIAL-TRUST-COMPANY/about/

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
Aug 12, 2026	Registration	—	APPROVED

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.