Colonial Trust Co. / SC
Colonial Trust Company is the oldest independent trust company based in South Carolina, founded in 1913 and headquartered in Spartanburg with additional offices in Greenville, Charleston, and Columbia. Privately owned, Colonial Trust provides investment management, fiduciary services, wealth planning, family office solutions, and corporate retirement plan services primarily to high-net-worth individuals, families, and employers. The company employs dedicated professionals and a team-based approach to serve clients with a focus on quality, objectivity, and long-term wealth preservation. Colonial Trust Advisors, established in 1996, is the investment advisory arm of the firm, overseeing the investment side for clients.
Investment Strategy
Colonial Trust Company builds customized portfolios for each client based on individual return objectives, risk tolerance, liquidity needs, and constraints. Their investment committee employs a team-based approach to reviewing securities—focusing on high-quality investments such as individual equities, ETFs, and mutual funds—to balance attractive returns and risk management. Asset allocation and portfolio construction are tailored to each client's financial goals using industry-leading software. The firm also provides comprehensive financial planning and emphasizes fiduciary independence and discipline in wealth management across market cycles.
Top Holdings
Equity Positions (1,081)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 4.55% | $31.3M | 152,346 | $163.73 | $205.17 | -$5.1M |
M MSFT | MICROSOFT CORP COM | 4.33% | $29.7M | 59,779 | $272.91 | $497.41 | +$6.8M |
I IVV | ISHARES CORE S&P 500 ETF | 2.48% | $17.0M | 27,421 | $422.87 | $620.90 | +$3.1M |
J JPM | JPMORGAN CHASE & CO COM | 2.19% | $15.0M | 51,886 | $132.46 | $289.91 | +$2.2M |
L LLY | LILLY ELI & CO COM | 1.99% | $13.6M | 17,510 | $350.92 | $779.53 | -$1.2M |