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COLONY FAMILY OFFICES, LLC
CRD 167017File 801-77764
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 16 | increased by1 |
| Mar 1, 2026 | Clients | 587 | 656 | increased by69 |
| Mar 1, 2026 | AUM | $2,989,459,612 | $3,362,394,020 | increased by$372,934,408 |
| Mar 1, 2026 | Accounts | 989 | 1,048 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 15 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 212 | 587 | increased by375 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,356,636,345 | $2,989,459,612 | increased by$632,823,267 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 269 | 989 | increased by720 |
| Apr 1, 2022 | Clients | 195 | 212 | increased by17 |
| Apr 1, 2022 | AUM | $1,982,934,772 | $2,356,636,345 | increased by$373,701,573 |
| Apr 1, 2022 | Accounts | 278 | 269 | decreased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLONY FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLONY FAMILY” 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.