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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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 22 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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