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CRD 110257
SPARTANBURG, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CAMP ROOKER WYNN | Chartered Financial Analyst | Greenville, SC | SPARTANBURG, SC | 12 | 27 | n/a | no |
| WILLIAM CHARLTON WIETERS | n/a | Charleston, SC | SPARTANBURG, SC | 7 | 22 | 2 | no |
| James Cushman Fiske | Certified Financial Planner | SPARTANBURG, SC | Greenville, SC | 6 | 14 | 1 | no |
| Kathryn A. Smith | Certified Financial Planner|Personal Financial Specialist | SPARTANBURG, SC | Greenville, SC | 5 | 10 | 1 | no |
| HENRY ERLE BATTS | n/a | Columbia, SC | SPARTANBURG, SC | 4 | 13 | 1 | no |
| CHARLES WILLIAM CLEMENTSON | n/a | SPARTANBURG, SC | 4 | 26 | 4 | no |
| Thomas Searcy Ledbetter | Chartered Financial Analyst | SPARTANBURG, SC | Greenville, SC | 3 | 13 | n/a | no |
| BARRY DEAN WYNN | n/a | SPARTANBURG, SC | 2 | 37 | n/a | no |
| HENRY WALTER BARRE | n/a | SPARTANBURG, SC | 2 | 39 | n/a | no |
| MATTHEW JORDAN VAN NAME | Certified Financial Planner | SPARTANBURG, SC | 1 | 17 | 6 | no |
| Sarah Beth Shalala | n/a | SPARTANBURG, SC | 1 | 13 | 1 | no |
| Brittany Chester Bynum | n/a | Greenville, SC | SPARTANBURG, SC | 1 | 13 | 3 | no |
| BERT DIXON BARRE | Chartered Financial Analyst | SPARTANBURG, SC | 1 | 26 | n/a | no |
| Joseph P. Anderson | Certified Financial Planner | SPARTANBURG, SC | 1 | 12 | n/a | no |
| Cullen Turner Coxe | n/a | Greenville, SC | SPARTANBURG, SC | 0 | 13 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARRE, BERT, DIXON | PRESIDENT, CHIEF OPERATING OFFICER | Na | yes | 01/2023 | Jun 10, 2026 | Jun 10, 2026 |
| BARRE, HENRY, WALTER | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER | Na | yes | 01/2023 | Jun 10, 2026 | Jun 10, 2026 |
| COLONIAL TRUST GROUP, INC. | HOLDING COMPANY | E | yes | 12/1996 | Jun 10, 2026 | Jun 10, 2026 |
| WYNN, BARRY, DEAN | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2023 | Jun 10, 2026 | Jun 10, 2026 |
| WYNN, CAMP, ROOKER | CHIEF INVESTMENT OFFICER | Na | yes | 01/2023 | Jun 10, 2026 | Jun 10, 2026 |
| BARRE, BERT, DIXON | Shareholder | D | no | 12/2022 | Mar 22, 2012 | Aug 15, 2024 |
| WYNN, CAMP, ROOKER | Shareholder | D | no | 12/2022 | Mar 22, 2012 | Aug 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| COLONIAL TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Greenville | Sc | United States | 4 | no |
| Charleston | Sc | United States | 1 | no |
| Columbia | Sc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 10, 2026 | $1.9B | $1.7B | 27 | 14 | 3 | n/a | n/a |
| 2024 | Mar 13, 2025 | $1.7B | $1.5B | 27 | 11 | 3 | n/a | n/a |
| 2023 | Feb 8, 2024 | $1.4B | $1.3B | 23 | 11 | 3 | n/a | n/a |
| 2022 | Mar 13, 2023 | $1.2B | $1.1B | 20 | 11 | 3 | n/a | n/a |
| 2021 | Mar 16, 2022 | $1.3B | $1.2B | 18 | 10 | 3 | n/a | n/a |
| 2020 | Mar 4, 2021 | $1.1B | $1.0B | 16 | 8 | 3 | n/a | n/a |
| 2019 | Mar 19, 2020 | $959M | $904M | 15 | 8 | 3 | n/a | n/a |
| 2018 | Mar 13, 2019 | $769M | $693M | 14 | 5 | 3 | n/a | n/a |
| 2017 | Mar 27, 2018 | $766M | $701M | 13 | 5 | 2 | n/a | n/a |
| 2016 | Mar 27, 2017 | $630M | $580M | 12 | 5 | n/a | n/a | n/a |
| 2015 | Mar 21, 2016 | $549M | $535M | 12 | 5 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $569M | $531M | 12 | 5 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $513M | $485M | 10 | 5 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $443M | $409M | 8 | 4 | n/a | n/a | n/a |
| 2011 | Mar 22, 2012 | $395M | $387M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.9B | $1.7B | 11.0% | $1.2B | 15.8% | 28 | 27 | 3 | 3 |