SourcingSourcing

COLONY FAMILY OFFICES, LLC

C30
CRD 167017·SEC 801-77764·CHARLOTTE, NC
AUM
$3.36B
$1B+
Est. Revenue
$33.6M
@ 1% on AUM
Est. EBITDA
$10.1M
@ 30% margin
Est. Deal Value
$80.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLONY FAMILY OFFICES, LLC
CRD
167017
SEC file #
801-77764
EIN
364753754
DBA names
—

Economics

AUM
$3.36B
AUM band
$1B+
AUM trajectory
'20'26
$1.62B → $3.36B▲ +107%
Client mix
Individuals High Net Worth631
Charitable Organizations25

Operations

Employees (total)
16
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
colonyfamilyoffices.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIDENOUR, ERIC, DEAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
RIDENOUR, ERIC, DEAN
RIDENOUR 2020 IRREVOCABLE TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COLONYFAMILYOFFICES.COM
Rdap Domain Creation Date
2013-01-21T22:16:53Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001633573
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-02-08
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001398344-26-006799

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
4250 CONGRESS STREET, SUITE 175CHARLOTTE, NC 28209
Business
4250 CONGRESS STREET, SUITE 175CHARLOTTE, NC 28209
Edgar EIN
364753754
Edgar Recent Filings
13F-HR2026-04-21 · 0001398344-26-006799
13F-HR2026-01-22 · 0001398344-26-001035
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-21T22:16:53Z
Rdap Domain Last Changed
2026-01-22T18:52:37Z
Rdap Nameservers
Ns1-05.azure-dns.comNs2-05.azure-dns.netNs3-05.azure-dns.orgNs4-05.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3064132
Trust Company Affiliate
No

People (8)

8
RIDENOUR, ERIC, DEAN
IAR · Direct Owner · 37.5%
3064132
SCHATTENFIELD, SCOTT, WILLIAM
Direct Owner · 37.5%
1289006
BYRD, WYMAN, THOMAS
IAR · Direct Owner · 17.5%
4888880
BRIDGES, SUSAN, ANNETTE
Direct Owner · 17.5%
4631937
KRISTIN N LEWIS
IAR
5915256
David Alan Worley
IAR
7513713
CHRISTOPHER SHANNON ELLIOTTE
IAR
5378295
PETER LINDSEY JESPERSEN
IAR
5613456