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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-19-2013
- Office Locations
- 2
Office Locations
About Colony Family Offices, LLC
Colony Family Offices is an independent multi-family office delivering integrated wealth planning, discretionary investment management, and fiduciary services for high-net-worth individuals and families. Portfolios commonly incorporate ETFs, mutual funds, and select private funds with an emphasis on risk-managed fixed income. Custody is through Fidelity/NFS, supporting both retail and institutional relationships.
Reported data analysis
What the numbers show
Between March 18, 2025 and February 25, 2026, reported AUM increased 12.5%, from $3.0B to $3.4B.
Across 5 reported observations, AUM increased 42.7% between October 28, 2022 and February 25, 2026, from $2.4B to $3.4B.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 4 advisory representatives and 656 clients, or 164 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Colony Family Offices, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC DEAN RIDENOUR
Chief Compliance Officer, MANAGING DIRECTOR, Wealth Advisor
- CRD
- #3064132
- Ownership
- 25% but less than 50%
SCOTT WILLIAM SCHATTENFIELD
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Thomas W. Byrd
Investment Advisor
- CRD
- --
Edward B. Davis
Director of Operations
- CRD
- --
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,316,138,803 | $3,228,957 |
| Non-Discretionary | $46,255,217 | $2,202,629 |
| Total | $3,362,394,020 | $3,208,391 |
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Separately Managed Accounts
SMA allocation detail is available
Colony Family Offices, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Colony Family Offices, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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