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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-21-1997
- Office Locations
- 4
Office Locations
About Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. is an SEC-registered RIA based in Spartanburg, SC serving retail and institutional clients. The firm provides asset management and comprehensive financial/wealth planning, including estate, charitable, insurance, and retirement plan guidance. Portfolios emphasize asset allocation with heavy ETF and mutual fund use, and the team supports workflows on platforms like Black Diamond and eMoney.
Reported data analysis
What the numbers show
Between October 28, 2025 and June 10, 2026, reported AUM increased 11.0%, from $1.7B to $1.9B.
Across 5 reported observations, AUM increased 41.6% between November 28, 2022 and June 10, 2026, from $1.3B to $1.9B.
Of the latest reported AUM, 92.2% is discretionary and 7.8% is non-discretionary.
The firm reports 15 advisory representatives and 959 clients, or 63.9 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 4 reported office locations and 29 years in operation. The source data was last updated on June 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Colonial Trust Advisors, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Colonial Trust Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BERT DIXON BARRE
Chief Compliance Officer, Principal
- CRD
- #4119994
- Ownership
- Less than 5%
HENRY WALTER BARRE II
Chairman, Chief Financial Officer, EXECUTIVE VICE PRESIDENT
- CRD
- #830712
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
Joseph P. Anderson III
Financial Advisor & Family Office Strategist
- CRD
- #8144657
HENRY ERLE BATTS III
Financial Advisor, General Partner
- CRD
- #5893210
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,707,890,364 | $861,700 |
| Non-Discretionary | $145,044,977 | $1,306,712 |
| Total | $1,852,935,341 | $885,301 |
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Separately Managed Accounts
SMA allocation detail is available
Colonial Trust Advisors, Inc. has reported separately managed account data across 11 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Colonial Trust Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.