DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Colonial Trust Advisors, Inc.
Latest filing Jun 10, 2026
First filing on the tape Mar 22, 2012 · 42 filings
SEC status approved since Feb 21, 1997
RAUM
$1.9B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
86%
$1.6B individuals and HNW
Advisors
15
registered through the firm on IAPD
RAUM per advisor
$124M
derived; firm RAUM over IAPD count
Employees
28
15 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$1.9B as of Jun 10, 2026
Mar 22, 2012$395M then
HNW client RAUM$1.3B as of Jun 10, 2026
Mar 27, 2018$415M then
State-registered IARs (5.B.3)15 as of Jun 10, 2026
Apr 1, 20133 then
Employees (5.A)28 as of Jun 10, 2026
Apr 1, 20138 then
Private funds: no history
RAUM +11% over the last fiscal year+16% a year over threeIARs 11 to 15
Practice profile
derived from the filing of Jun 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $124MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 60derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $885,301derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 9.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 3.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +27%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.2%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $534M, 204 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B71%
- Individuals$280M15%
- Pension and profit-sharing plans$107M5.8%
- Corporations and businesses$91.7M4.9%
- Charitable organizations$67.7M3.7%
- Individual clients
- 539reported
- HNW clients
- 356reported
- Pension plan clients
- 27reported
- Charitable clients
- 21reported
- Accounts
- 2,093reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $534M for 204 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.86 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
15 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Camp Rooker WynnChartered Financial Analyst | Greenville, Sc | Jan 23, 2014 | 27 y | 0 |
| William Charlton Wieters | Charleston, Sc | May 30, 2019 | 22 y | 2 |
| James Cushman FiskeCertified Financial Planner | Spartanburg, Sc | Mar 19, 2020 | 14 y | 1 |
| Kathryn A. SmithCertified Financial Planner, Personal Financial Specialist | Spartanburg, Sc | May 4, 2021 | 10 y | 1 |
| Henry Erle Batts | Columbia, Sc | Oct 20, 2021 | 13 y | 1 |
| Charles William Clementson | Spartanburg, Sc | Dec 16, 2021 | 26 y | 4 |
| Thomas Searcy LedbetterChartered Financial Analyst | Spartanburg, Sc | Feb 10, 2023 | 13 y | 0 |
| Henry Walter Barre | Spartanburg, Sc | Jan 17, 2024 | 39 y | 0 |
| Barry Dean Wynn | Spartanburg, Sc | Jan 17, 2024 | 37 y | 0 |
| Matthew Jordan Van NameCertified Financial Planner | Spartanburg, Sc | Jan 23, 2025 | 17 y | 6 |
| Sarah Beth Shalala | Spartanburg, Sc | Feb 6, 2025 | 13 y | 1 |
| Brittany Chester Bynum | Greenville, Sc | Jun 19, 2025 | 13 y | 3 |
| Bert Dixon BarreChartered Financial Analyst | Spartanburg, Sc | Aug 25, 2025 | 26 y | 0 |
| Joseph P. AndersonCertified Financial Planner | Spartanburg, Sc | Sep 3, 2025 | 12 y | 0 |
| Cullen Turner Coxe | Greenville, Sc | May 20, 2026 | 13 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Bradley K Humphries to Southstate Advisory, Inc.Sep 30, 2021 · Other
Joined, latest
- Cullen Turner Coxe from Texas Capital Bank Private Wealth AdvisorsMay 20, 2026 · RIA to RIA
- Brittany Chester Bynum from Fintrust Capital Advisors, LLCJun 19, 2025 · RIA to RIA
- Sarah Beth Shalala from Trunorth AdvisorsFeb 6, 2025 · RIA to RIA
- Matthew Jordan Van Name from Usi AdvisorsJan 23, 2025 · Other
- Charles William Clementson from Truist Advisory Services, Inc.Dec 16, 2021 · Affiliated broker-dealer or bank to independent RIA
- Henry Erle Batts from Janney Montgomery Scott LLCOct 20, 2021 · Affiliated broker-dealer or bank to independent RIA
- Kathryn A. Smith from Fintrust Capital Advisors, LLCMay 4, 2021 · RIA to RIA
- James Cushman Fiske from Bb&T Securities, LLCMar 19, 2020 · Affiliated broker-dealer or bank to independent RIA
- William Charlton Wieters from Wells Fargo AdvisorsMay 30, 2019 · Wirehouse to independent RIA
- Bradley K Humphries from Northwestern Mutual Investment Services,LLCOct 23, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Dixon Bert Barre · President, Chief Operating Officercontrolsince 01/2023 · owns less than 5%
- Walter Henry Barre · Executive Vice President, Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- Dean Barry Wynn · Executive Vice Presidentcontrolsince 01/2023 · owns less than 5%
- Rooker Camp Wynn · Chief Investment Officercontrolsince 01/2023 · owns less than 5%
- Dixon Bert Barre · Shareholdersince 12/2022 · owns 50% to 75% of Colonial Trust Group, Inc.
- Rooker Camp Wynn · Shareholdersince 12/2022 · owns 50% to 75% of Colonial Trust Group, Inc.
Entity owners
- Colonial Trust Group, Inc. · Holding Companydirect · owns 75% or more
Related persons
Schedule D 7.A
- Colonial Trust Companyn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Spartanburg, Sc · principal | 15 | 1 | 0 | ||
| Greenville, Sc | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Greenville, SC4 employees
- Charleston, SC1 employees
- Columbia, SC1 employees
What changed
consecutive filings, newest first
- Advisory employees · 14 to 15Mar 10, 2026 to May 20, 2026
- Employees · 27 to 28Mar 10, 2026 to May 20, 2026
- State-registered IARs · 14 to 15Mar 10, 2026 to May 20, 2026
- Accounts · 2,036 to 2,093Oct 28, 2025 to Mar 10, 2026
- Charity clients · 23 to 21Oct 28, 2025 to Mar 10, 2026
- Corporate clients · 14 to 15Oct 28, 2025 to Mar 10, 2026
- HNW clients · 367 to 356Oct 28, 2025 to Mar 10, 2026
- Individual clients · 509 to 539Oct 28, 2025 to Mar 10, 2026
- Pension plan clients · 21 to 27Oct 28, 2025 to Mar 10, 2026
- Assets in custody · $345M to $534MOct 28, 2025 to Mar 10, 2026
- Employees · 30 to 27Oct 28, 2025 to Mar 10, 2026
- Discretionary RAUM · $1.5B to $1.7BOct 28, 2025 to Mar 10, 2026
- HNW RAUM · $1.2B to $1.3BOct 28, 2025 to Mar 10, 2026
- Individual RAUM · $220M to $280MOct 28, 2025 to Mar 10, 2026
- Non-discretionary RAUM · $138M to $145MOct 28, 2025 to Mar 10, 2026
- Pension RAUM · $94.2M to $107MOct 28, 2025 to Mar 10, 2026
- RAUM · $1.7B to $1.9BOct 28, 2025 to Mar 10, 2026
- Advisory employees · 13 to 14Jun 19, 2025 to Oct 28, 2025
- Employees · 29 to 30Jun 19, 2025 to Oct 28, 2025
- State-registered IARs · 13 to 14Jun 19, 2025 to Oct 28, 2025
- Advisory employees · 11 to 13Mar 13, 2025 to Jun 19, 2025
- Employees · 27 to 29Mar 13, 2025 to Jun 19, 2025
- Financial planning clients · 11-25 to 11-25Mar 13, 2025 to Jun 19, 2025
- State-registered IARs · 11 to 13Mar 13, 2025 to Jun 19, 2025
- Accounts · 1,990 to 2,036Aug 15, 2024 to Mar 13, 2025
- Charity clients · 21 to 23Aug 15, 2024 to Mar 13, 2025
- Corporate clients · 13 to 14Aug 15, 2024 to Mar 13, 2025
- HNW clients · 364 to 367Aug 15, 2024 to Mar 13, 2025
- Individual clients · 506 to 509Aug 15, 2024 to Mar 13, 2025
- Pension plan clients · 18 to 21Aug 15, 2024 to Mar 13, 2025
- Assets in custody · $328M to $345MAug 15, 2024 to Mar 13, 2025
- Employees · 23 to 27Aug 15, 2024 to Mar 13, 2025
- Discretionary RAUM · $1.3B to $1.5BAug 15, 2024 to Mar 13, 2025
- HNW RAUM · $978M to $1.2BAug 15, 2024 to Mar 13, 2025
- Individual RAUM · $182M to $220MAug 15, 2024 to Mar 13, 2025
- Non-discretionary RAUM · $115M to $138MAug 15, 2024 to Mar 13, 2025
- Pension RAUM · $77.3M to $94.2MAug 15, 2024 to Mar 13, 2025
- RAUM · $1.4B to $1.7BAug 15, 2024 to Mar 13, 2025
- Accounts · 1,928 to 1,990Jan 15, 2024 to Feb 8, 2024
- Charity clients · 19 to 21Jan 15, 2024 to Feb 8, 2024
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 803-782-7646reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 803-787-4487reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 843-577-0444reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/COLONIAL-TRUST-COMPANY/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- COLONIALTRUST.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 864-582-3356reportedpublic record, Form ADV, Jun 10, 2026
- Contact form
- colonialtrust.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- colonialtrust.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $124Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026