COLONIAL TRUST ADVISORS, INC.
CRD #110257 SEC #801-53402 SPARTANBURG, SC 864-582-3356
SEC Registered
Total AUM
$1.7B
Discretionary
$1.5B
Employees
30
Clients
11
Accounts
2,036
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.7B | $1.5B | $137.5M | 30 | 2 |
| Sep 2025 | $1.7B | $1.5B | $137.5M | 30 | 2 |
| Sep 2025 | $1.7B | $1.5B | $137.5M | 30 | 2 |
| Jun 2025 | $1.7B | $1.5B | $137.5M | 29 | 2 |
| Mar 2025 | $1.7B | $1.5B | $137.5M | 27 | 2 |
| Aug 2024 | $1.4B | $1.3B | $114.7M | 23 | 1 |
| Feb 2024 | $1.4B | $1.3B | $114.7M | 23 | 1 |
| Jan 2024 | $1.2B | $1.1B | $108.4M | 20 | 1 |
| Nov 2023 | $1.2B | $1.1B | $108.4M | 20 | 1 |
| Oct 2023 | $1.2B | $1.1B | $108.4M | 20 | 1 |
| Aug 2023 | $1.2B | $1.1B | $108.4M | 20 | 1 |
| Mar 2023 | $1.2B | $1.1B | $108.4M | 20 | 1 |
| Nov 2022 | $1.3B | $1.2B | $106.2M | 18 | 3 |
| Sep 2022 | $1.3B | $1.2B | $106.2M | 18 | 3 |
| Mar 2022 | $1.3B | $1.2B | $106.2M | 18 | 3 |
| Dec 2021 | $1.1B | $1B | $77.8M | 18 | 7 |
| Oct 2021 | $1.1B | $1B | $77.8M | 17 | 7 |
| May 2021 | $1.1B | $1B | $77.8M | 17 | 7 |
| Apr 2021 | $1.1B | $1B | $77.8M | 16 | 7 |
| Mar 2021 | $1.1B | $1B | $77.8M | 16 | 7 |
| Jul 2020 | $958.6M | $903.7M | $54.8M | 15 | 2 |
| Jun 2020 | $958.6M | $903.7M | $54.8M | 15 | 2 |
| Apr 2020 | $958.6M | $903.7M | $54.8M | 15 | 2 |
| Mar 2020 | $958.6M | $903.7M | $54.8M | 15 | 2 |
| Mar 2019 | $769.4M | $693M | $76.4M | 14 | 0 |
| Dec 2018 | $765.8M | $700.9M | $64.9M | 13 | 0 |
| May 2018 | $765.8M | $700.9M | $64.9M | 13 | 0 |
| Mar 2018 | $765.8M | $700.9M | $64.9M | 13 | 0 |
| Nov 2017 | $629.7M | $579.6M | $50.1M | 12 | 0 |
| Mar 2017 | $629.7M | $579.6M | $50.1M | 12 | 800 |
| Jun 2016 | $548.7M | $534.6M | $14.1M | 12 | 800 |
| Mar 2016 | $548.7M | $534.6M | $14.1M | 12 | 800 |
| Mar 2015 | $568.8M | $530.9M | $37.9M | 12 | 800 |
| Jun 2014 | $513.2M | $484.6M | $28.6M | 10 | 700 |
| Apr 2014 | $513.2M | $484.6M | $28.6M | 10 | 700 |
| Mar 2014 | $513.2M | $484.6M | $28.6M | 10 | 700 |
| Jan 2014 | $443.4M | $409.1M | $34.4M | 8 | 970 |
| Nov 2013 | $443.4M | $409.1M | $34.4M | 8 | 970 |
| Apr 2013 | $443.4M | $409.1M | $34.4M | 8 | 970 |
| Mar 2012 | $394.6M | $387.1M | $7.5M | 6 | 300 |
| Mar 2011 | $390.6M | $382.6M | $8M | 10 | -- |
| Apr 2010 | $363.8M | $358.7M | $5.1M | 5 | -- |
| Apr 2009 | $319M | $314.3M | $4.7M | 5 | -- |
| Sep 2005 | $353M | $353M | $0 | 5 | -- |
| Aug 2001 | $450M | $450M | $0 | 5 | -- |
DateOct 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$137.5M
Employees30
Clients2
DateSep 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$137.5M
Employees30
Clients2
DateSep 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$137.5M
Employees30
Clients2
DateJun 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$137.5M
Employees29
Clients2
DateMar 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$137.5M
Employees27
Clients2
DateAug 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$114.7M
Employees23
Clients1
DateFeb 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$114.7M
Employees23
Clients1
DateJan 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108.4M
Employees20
Clients1
DateNov 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108.4M
Employees20
Clients1
DateOct 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108.4M
Employees20
Clients1
DateAug 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108.4M
Employees20
Clients1
DateMar 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108.4M
Employees20
Clients1
DateNov 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$106.2M
Employees18
Clients3
DateSep 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$106.2M
Employees18
Clients3
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$106.2M
Employees18
Clients3
DateDec 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees18
Clients7
DateOct 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees17
Clients7
DateMay 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees17
Clients7
DateApr 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees16
Clients7
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$77.8M
Employees16
Clients7
DateJul 2020
Total AUM$958.6M
Discretionary$903.7M
Non-Disc.$54.8M
Employees15
Clients2
DateJun 2020
Total AUM$958.6M
Discretionary$903.7M
Non-Disc.$54.8M
Employees15
Clients2
DateApr 2020
Total AUM$958.6M
Discretionary$903.7M
Non-Disc.$54.8M
Employees15
Clients2
DateMar 2020
Total AUM$958.6M
Discretionary$903.7M
Non-Disc.$54.8M
Employees15
Clients2
DateMar 2019
Total AUM$769.4M
Discretionary$693M
Non-Disc.$76.4M
Employees14
Clients0
DateDec 2018
Total AUM$765.8M
Discretionary$700.9M
Non-Disc.$64.9M
Employees13
Clients0
DateMay 2018
Total AUM$765.8M
Discretionary$700.9M
Non-Disc.$64.9M
Employees13
Clients0
DateMar 2018
Total AUM$765.8M
Discretionary$700.9M
Non-Disc.$64.9M
Employees13
Clients0
DateNov 2017
Total AUM$629.7M
Discretionary$579.6M
Non-Disc.$50.1M
Employees12
Clients0
DateMar 2017
Total AUM$629.7M
Discretionary$579.6M
Non-Disc.$50.1M
Employees12
Clients800
DateJun 2016
Total AUM$548.7M
Discretionary$534.6M
Non-Disc.$14.1M
Employees12
Clients800
DateMar 2016
Total AUM$548.7M
Discretionary$534.6M
Non-Disc.$14.1M
Employees12
Clients800
DateMar 2015
Total AUM$568.8M
Discretionary$530.9M
Non-Disc.$37.9M
Employees12
Clients800
DateJun 2014
Total AUM$513.2M
Discretionary$484.6M
Non-Disc.$28.6M
Employees10
Clients700
DateApr 2014
Total AUM$513.2M
Discretionary$484.6M
Non-Disc.$28.6M
Employees10
Clients700
DateMar 2014
Total AUM$513.2M
Discretionary$484.6M
Non-Disc.$28.6M
Employees10
Clients700
DateJan 2014
Total AUM$443.4M
Discretionary$409.1M
Non-Disc.$34.4M
Employees8
Clients970
DateNov 2013
Total AUM$443.4M
Discretionary$409.1M
Non-Disc.$34.4M
Employees8
Clients970
DateApr 2013
Total AUM$443.4M
Discretionary$409.1M
Non-Disc.$34.4M
Employees8
Clients970
DateMar 2012
Total AUM$394.6M
Discretionary$387.1M
Non-Disc.$7.5M
Employees6
Clients300
DateMar 2011
Total AUM$390.6M
Discretionary$382.6M
Non-Disc.$8M
Employees10
Clients--
DateApr 2010
Total AUM$363.8M
Discretionary$358.7M
Non-Disc.$5.1M
Employees5
Clients--
DateApr 2009
Total AUM$319M
Discretionary$314.3M
Non-Disc.$4.7M
Employees5
Clients--
DateSep 2005
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees5
Clients--