SourcingSourcing

COLONIAL TRUST ADVISORS, INC.

C25
CRD 110257·SEC 801-53402·SPARTANBURG, SC
AUM
$1.85B
$1B+
Est. Revenue
$18.5M
@ 1% on AUM
Est. EBITDA
$5.6M
@ 30% margin
Est. Deal Value
$44.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLONIAL TRUST ADVISORS, INC.
CRD
110257
SEC file #
801-53402
EIN
—
DBA names
—

Economics

AUM
$1.85B
AUM band
$1B+
AUM trajectory
'20'26
$769.4M → $1.85B▲ +141%
Client mix
Individuals Other539
Individuals High Net Worth356
Pension Profit Sharing Plans27
Charitable Organizations21
Corporations15

Operations

Employees (total)
27
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
5 advisors → 14 advisors▲ +180%
Primary office
SPARTANBURG SC
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
colonialtrust.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLONIAL TRUST GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
COLONIAL TRUST GROUP, INC.
BARRE, BERT, DIXON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COLONIALTRUST.COM
Rdap Domain Creation Date
1998-06-23T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
36,802
Form 5500 Compensation Trajectory 3y
202536,802
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
36,802
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-22T04:00:00Z
Rdap Domain Last Changed
2024-05-22T14:03:44Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (15)

15
BARRE, HENRY, WALTER
IAR · Executive Officer · 2.5%
830712
WYNN, BARRY, DEAN
IAR · Executive Officer · 2.5%
473736
WYNN, CAMP, ROOKER
IAR · Executive Officer · 2.5%
3118195
BARRE, BERT, DIXON
IAR · Executive Officer · 2.5%
4119994
Thomas Searcy Ledbetter
IAR
7664883
Joseph P. Anderson
IAR
8144657
HENRY ERLE BATTS
IAR
5893210
James Cushman Fiske
IAR
6851250
Kathryn A. Smith
IAR
5818765
MATTHEW JORDAN VAN NAME
IAR
5302850
Brittany Chester Bynum
IAR
6058560
CHARLES WILLIAM CLEMENTSON
IAR
4008900
WILLIAM CHARLTON WIETERS
IAR
4730546
Sarah Beth Shalala
IAR
6797934
Cullen Turner Coxe
IAR
7726951