COLONY FAMILY OFFICES, LLC
CRD #167017 SEC #801-77764 CHARLOTTE, NC 704-285-7300
SEC Registered
Total AUM
$3B
Discretionary
$2.9B
Employees
15
Clients
--
Accounts
989
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3B | $2.9B | $58.6M | 15 | 0 |
| Aug 2024 | $2.6B | $2.5B | $53.2M | 14 | 0 |
| Mar 2024 | $2.6B | $2.5B | $53.2M | 14 | 0 |
| Jan 2024 | $2.2B | $2.2B | $32.1M | 13 | 0 |
| Mar 2023 | $2.2B | $2.2B | $32.1M | 13 | 0 |
| Oct 2022 | $2.4B | $2.3B | $39M | 12 | 0 |
| Mar 2022 | $2.4B | $2.3B | $39M | 12 | 0 |
| Dec 2021 | $2B | $1.9B | $42.1M | 12 | 195 |
| Mar 2021 | $2B | $1.9B | $42.1M | 12 | 195 |
| Jun 2020 | $1.8B | $1.7B | $30.7M | 12 | 0 |
| Apr 2020 | $1.8B | $1.7B | $30.7M | 12 | 0 |
| Mar 2020 | $1.8B | $1.7B | $30.7M | 12 | 0 |
| Mar 2019 | $1.6B | $1.6B | $47.3M | 12 | 0 |
| Jan 2019 | $1.4B | $1.4B | $31.4M | 13 | 0 |
| Jun 2018 | $1.4B | $1.4B | $31.4M | 13 | 0 |
| Mar 2018 | $1.4B | $1.4B | $31.4M | 13 | 0 |
| May 2017 | $1.3B | $1.2B | $33.3M | 11 | 128 |
| Mar 2017 | $1.3B | $1.2B | $33.3M | 11 | 128 |
| Mar 2017 | $1.3B | $1.2B | $33.3M | 11 | 128 |
| Dec 2016 | $1.1B | $1.1B | $30M | 9 | 100 |
| Nov 2016 | $1.1B | $1.1B | $30M | 9 | 100 |
| Mar 2016 | $1.1B | $1.1B | $30M | 9 | 100 |
| Mar 2015 | $862.1M | $832.2M | $29.9M | 7 | 100 |
| Jan 2015 | $555.2M | $532.7M | $22.5M | 6 | 26 |
| Mar 2014 | $555.2M | $532.7M | $22.5M | 6 | 26 |
| Jan 2014 | $543.6M | $519.8M | $23.8M | 5 | 0 |
| Oct 2013 | $467.2M | $445.1M | $22.1M | 6 | 0 |
| Jun 2013 | $196.9M | $194.6M | $2.3M | 3 | 0 |
| Jun 2013 | $196.9M | $194.6M | $2.3M | 3 | 0 |
| Jun 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$3B
Discretionary$2.9B
Non-Disc.$58.6M
Employees15
Clients0
DateAug 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$53.2M
Employees14
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$53.2M
Employees14
Clients0
DateJan 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$32.1M
Employees13
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$32.1M
Employees13
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$39M
Employees12
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$39M
Employees12
Clients0
DateDec 2021
Total AUM$2B
Discretionary$1.9B
Non-Disc.$42.1M
Employees12
Clients195
DateMar 2021
Total AUM$2B
Discretionary$1.9B
Non-Disc.$42.1M
Employees12
Clients195
DateJun 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$30.7M
Employees12
Clients0
DateApr 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$30.7M
Employees12
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$30.7M
Employees12
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$47.3M
Employees12
Clients0
DateJan 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31.4M
Employees13
Clients0
DateJun 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31.4M
Employees13
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$31.4M
Employees13
Clients0
DateMay 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$33.3M
Employees11
Clients128
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$33.3M
Employees11
Clients128
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$33.3M
Employees11
Clients128
DateDec 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30M
Employees9
Clients100
DateNov 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30M
Employees9
Clients100
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30M
Employees9
Clients100
DateMar 2015
Total AUM$862.1M
Discretionary$832.2M
Non-Disc.$29.9M
Employees7
Clients100
DateJan 2015
Total AUM$555.2M
Discretionary$532.7M
Non-Disc.$22.5M
Employees6
Clients26
DateMar 2014
Total AUM$555.2M
Discretionary$532.7M
Non-Disc.$22.5M
Employees6
Clients26
DateJan 2014
Total AUM$543.6M
Discretionary$519.8M
Non-Disc.$23.8M
Employees5
Clients0
DateOct 2013
Total AUM$467.2M
Discretionary$445.1M
Non-Disc.$22.1M
Employees6
Clients0
DateJun 2013
Total AUM$196.9M
Discretionary$194.6M
Non-Disc.$2.3M
Employees3
Clients0
DateJun 2013
Total AUM$196.9M
Discretionary$194.6M
Non-Disc.$2.3M
Employees3
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0