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COLONY FAMILY OFFICES, LLC
CRD 167017File 801-77764
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.36B
Top 25% of cohort (national)
Discretionary AUM
$3.32B
Non-discretionary $46.3M
Clients
656
1,048 accounts
Employees
16
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 19, 2013
- Principal office
- 4250 CONGRESS STREET, SUITE 175, CHARLOTTE, NC, 28209
- Phone
- 704-285-7300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.36B
- Discretionary AUM
- $3.32B
- Non-discretionary AUM
- $46.3M
- Discretionary accounts
- 1,027
- Non-discretionary accounts
- 21
- Total accounts
- 1,048
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 25 | $139.0M |
| High net worth individuals | 631 | $3.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This 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.