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Colonial Trust Advisors, Inc.

Colonial Trust Advisors, Inc.. CRD 110257

Colonial Trust Advisors, Inc. logo

CRD: 110257

Colonial Trust Advisors, Inc.

Spartanburg, SC, 29302
8645823356
colonialtrust.com
$1.9B Total AUM
$1.7B Disc. AUM
10.4% 3Y CAGR
28 Employees
959 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
FrontierAlpha matrix +more
Established Date
02-21-1997
Office Locations
4

Office Locations

101 E. Washington Street Suite 200 Greenville SC
233 South Pine Street Spartanburg SC
578 East BAY Street Suite B Charleston SC

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.

Team overview

32 AVG AGE
$123.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
6.9 yrs AVG TENURE
28 Employees
15 Advisory Reps
15 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Bridge prime Summit Quantum optima Zenith harbor

Client Personas

Summit vital

Custodian

Pioneer zenith Element ridge Frontier meridian Vital Momentum vector Eagle Alpha Summit value Signal capital

Investment Themes

Fusion insight

Investment Vehicles

Fusion crest Delta

Platform

Alpha vector Meridian optima Oak momentum Legacy insight

Services

Delta Harbor alpha Vector Atlas Delta Eagle Oak Radial alpha

Technology

Ember legacy Harbor Capital Timber beacon

Owner & Executives

BERT DIXON BARRE

BERT DIXON BARRE

Chief Compliance Officer, Principal

CRD
#4119994
Ownership
Less than 5%
(534) 393-3560
fusion.peak@capitalcapital.com
in linkedin.com/in/timber-capital
HENRY WALTER BARRE II

HENRY WALTER BARRE II

Chairman, Chief Financial Officer, EXECUTIVE VICE PRESIDENT

CRD
#830712
Ownership
Less than 5%
(371) 477-2915
pathway.north@zenithcapital.com
in linkedin.com/in/signal-fusion
C

Capital value

Momentum horizon crest

CRD
#74067
Ownership
27.5%
(398) 601-4420
matrix.alpha@valuecapital.com
in linkedin.com/in/north-summit

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Contacts

Joseph P. Anderson III

Joseph P. Anderson III

Financial Advisor & Family Office Strategist

CRD
#8144657
(635) 491-4804
horizon.catalyst@atlascapital.com
in linkedin.com/in/pioneer-signal
HENRY ERLE BATTS III

HENRY ERLE BATTS III

Financial Advisor, General Partner

CRD
#5893210
(457) 655-3741
peak.oak@optimacapital.com
in linkedin.com/in/optima-vertex
F

Fusion signal

Focus momentum fusion

CRD
#79590
(280) 626-6717
element.harbor@valuecapital.com
in linkedin.com/in/horizon-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-28-2022
11-13-2023
08-15-2024
10-28-2025
06-10-2026
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

Total SMA Asset: $1,852,935,341

$1.9B Total SMA
Equity - Exchange:
6.1%
Public Funds:
7.9%
Cash:
13.6%
Corporate - Investment Grade:
20.1%
Other:
5.3%
Corporate - Non-Investment Grade:
13.8%
Derivatives:
21.4%
Other:
11.8%
Asset class Assets Assets %
Equity - Exchange $448,867,639 6.1%
Public Funds $581,320,385 7.9%
Cash $1,000,754,081 13.6%
Corporate - Investment Grade $1,479,055,664 20.1%
Other $389,999,752 5.3%
Corporate - Non-Investment Grade $1,015,471,053 13.8%
Derivatives $1,574,715,980 21.4%
Other $868,301,335 11.8%
Total $7,358,485,889 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BRIDGE ZENITH QUANTUM WAVE BEACON WJW4LOIDE XFBI 7.64% $90,713,570
HORIZON VALUE TIMBER VECTOR FUSION QGRWLM1YL TNJCR 11.17% $16,472,019
VERTEX VITAL HARBOR WAVE AFDZLWTNR ONPEK 2.00% $51,684,818
RIDGE TIMBER WAVE CAPITAL 2ZPW0B84D NYU 1.02% $68,207,818
WAVE RIDGE DELTA SUMMIT MOMENTUM F5BKXHHHO UMVIW 3.48% $105,889,701
SUMMIT QUANTUM HARBOR VERTEX 7TY65NECU GYYVP 8.09% $112,178,997
NORTH INSIGHT LEGACY PIONEER LD0NRJLCT CTV 9.46% $87,239,176
PATHWAY NORTH GLACIER ZENITH QZ4U55C9P EVPP 10.28% $67,984,883

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