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COLONIAL RIVER WEALTH MANAGEMENT LLC
Legal name: COLONIAL RIVER INVESTMENTS, LLC
CRD 284839File 801-113243
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$464.4M
Above cohort median (national)
Discretionary AUM
$464.4M
Clients
1,798
1,799 accounts
Employees
21
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 14, 2018
- Principal office
- 340 BROWNS HILL COURT, MIDLOTHIAN, VA, 23114
- Phone
- (804) 335-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $464.4M
- Discretionary AUM
- $464.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,799
- Non-discretionary accounts
- 0
- Total accounts
- 1,799
- AUM per client
- $258K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $394K |
| High net worth individuals | 174 | $314.8M |
| Individuals (other than high net worth individuals) | 1,624 | $149.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 21 | increased by5 |
| Apr 1, 2026 | Clients | 1,034 | 1,798 | increased by764 |
| Apr 1, 2026 | AUM | $339,836,345 | $464,365,160 | increased by$124,528,815 |
| Apr 1, 2026 | Accounts | 1,524 | 1,799 | increased by275 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 16 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,112 | 1,034 | decreased by78 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $484,029,067 | $339,836,345 | decreased by$144,192,722 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,014 | 1,524 | decreased by490 |
| Apr 1, 2022 | Employees | 20 | 23 | increased by3 |
| Apr 1, 2022 | Clients | 721 | 1,112 | increased by391 |
| Apr 1, 2022 | AUM | $293,628,615 | $484,029,067 | increased by$190,400,452 |
| Apr 1, 2022 | Accounts | 1,703 | 2,014 | increased by311 |
| 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 “COLONIAL RIVER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLONIAL RIVER” 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.