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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCK, SARAH, KATHERINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | NA | Control |
| ELLIOTTE, CHRISTOPHER, SHANNON | I | WEALTH ADVISOR / MEMBER | NA | |
| ELLIOTTE, CHRISTOPHER, SHANNON | I | WEALTH ADVISOR / MEMBER | NA | |
| ELLIOTTE, CHRISTOPHER, SHANNON | I | WEALTH ADVISOR / MEMBER | NA | |
| PONCE, MIGUEL | I | DIRECTOR | NA | Control |
| PONCE, MIGUEL | I | DIRECTOR | NA | Control |
| PONCE, MIGUEL | I | DIRECTOR | NA | Control |
| PONCE, MIGUEL | I | DIRECTOR | NA | Control |
| PONCE, MIGUEL | I | DIRECTOR | NA | Control |
| PONCE, MIGUEL | I | DIRECTOR | NA | Control |
| PONCE, MIGUEL | I | DIRECTOR | NA | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | NA | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | NA | Control |
| WELLS, SARAH, KATHERINE | I | CCO | NA | Control |
| WELLS, SARAH, KATHERINE | I | CCO | NA | Control |
| WELLS, SARAH, KATHERINE | I | CCO | NA | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | E | Control |
| SCHATTENFIELD, SCOTT, WILLIAM | I | MANAGING MEMBER | E | Control |
| SCHATTENFIELD, SCOTT, WILLIAM | I | MANAGING MEMBER | E | Control |
| SCHATTENFIELD, SCOTT, WILLIAM | I | MANAGING MEMBER | E | Control |
| SCHATTENFIELD, SCOTT, WILLIAM | I | MANAGING MEMBER | E | Control |
| SCHATTENFIELD, SCOTT, WILLIAM | I | MANAGING MEMBER, CCO | E | Control |
| SCHATTENFIELD, SCOTT, WILLIAM | I | MANAGING MEMBER | E | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | D | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | D | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | D | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | D | Control |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR 2020 IRREVOCABLE TRUST | DE | OWNER | C | |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| RIDENOUR, ERIC, DEAN | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | C | Control |
| RIDENOUR, ERIC, DEAN | I | TRUSTEE | C | Control |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| SCHATTENFIELD, SCOTT, WILLIAM | I | TRUSTEE | C | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BRIDGES, SUSAN, ANNETTE | I | MEMBER | B | |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
| BYRD, WYMAN, THOMAS | I | CHIEF INVESTMENT STRATEGIST | B | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (13)
AL CA DE FL GA MA MD NC NY RI SC TN TX
Address
4250 CONGRESS STREETSUITE 175
CHARLOTTE, NC 28209
United States
Phone: 704-285-7300