Colonial Trust Advisors
Colonial Trust Advisors, Inc. is a Registered Investment Adviser founded in 1996 and headquartered in Spartanburg, South Carolina. The firm is a subsidiary of Colonial Group, Inc. and provides fee-only investment management and fiduciary services to individuals (including high-net-worth clients), families, pension and profit sharing plans, charitable organizations, and corporations. With approximately 29 employees as of 2025, Colonial Trust Advisors takes a personalized approach to portfolio management and financial planning, operating primarily in the southeastern United States.
Investment Strategy
Colonial Trust Advisors employs a personalized asset management approach, developing tailored investment strategies based on each client's objectives, time horizon, risk tolerance, and liquidity needs. The firm utilizes an investment committee structure to collectively review and select securities such as individual equities, ETFs, and mutual funds. Portfolio construction emphasizes long-term growth and disciplined risk management, enabling the firm to serve a diverse client base including individuals, families, charitable organizations, and retirement plans.
Top Holdings
Equity Positions (679)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 6.34% | $76.7M | 374,023 | $36.27 | $205.17 | -$7.5M |
M MSFT | MICROSOFT CORP COM | 5.93% | $71.8M | 144,328 | $74.42 | $497.41 | +$17.9M |
I IVV | ISHARES CORE S&P 500 ETF | 3.98% | $48.2M | 77,674 | $369.40 | $620.90 | +$8.5M |
N NVDA | NVIDIA CORPORATION COM | 2.81% | $34.0M | 215,209 | $20.06 | $157.99 | +$10.8M |
J JPM | JPMORGAN CHASE & CO COM | 2.65% | $32.1M | 110,783 | $88.32 | $289.91 | +$4.7M |