Colonial Trust Advisors, Inc.
- Regulatory AUM
- $1.9B
- Discretionary
- $1.7B
- Clients
- 958
- Avg AUM / client
- $1.9M
- Accounts
- 2,093
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 539 | $280M | 15.1% |
| High net worth individuals | 356 | $1.3B | 70.5% |
| Pension and profit sharing plans | 27 | $107M | 5.78% |
| Charitable organizations | 21 | $67.7M | 3.65% |
| Corporations and other businesses | 15 | $91.7M | 4.95% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Joerns Healthcare Llc Retirement Plan Joerns Healthcare, Llc | 2024 | |
| Pediatric Advanced Therapy 401(k) Profit Sharing Plan And Trust Lolly Therapeutics Llc | Mooresville, NC | 2021 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bert Dixon Barre | Chief Compliance Officer | CFA | Sep 2005 (21y) | ≈ 37.5% – 75% via Colonial Trust Group, Inc. |
| Camp Rooker Wynn | Shareholder | CFA | Jan 2007 (20y) | ≈ 37.5% – 75% via Colonial Trust Group, Inc. |
| Barry Dean Wynn | Executive Vice President | Jan 2023 (4y) | Less than 5% | |
| Henry Walter Barre | Executive Vice President, Chief Financial Officer | Jan 2023 (4y) | Less than 5% | |
| William Charlton Wieters | Registered representative | May 2019 (7y) | ||
| James Cushman Fiske | Registered representative | CFP | Mar 2020 (6y) | |
| Kathryn A. Smith | Registered representative | CFP Personal Financial Specialist | May 2021 (5y) | |
| Henry Erle Batts | Registered representative | Oct 2021 (5y) | ||
| Charles William Clementson | Registered representative | Dec 2021 (5y) | ||
| Thomas Searcy Ledbetter | Registered representative | CFA | Feb 2023 (3y) | |
| Matthew Jordan Van Name | Registered representative | CFP | Jan 2025 (2y) | |
| Sarah Beth Shalala | Registered representative | Feb 2025 (1y) | ||
| Brittany Chester Bynum | Registered representative | Jun 2025 (1y) | ||
| Joseph P. Anderson | Registered representative | CFP | Sep 2025 (1y) | |
| Cullen Turner Coxe | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Colonial Trust Group, Inc. | Holding Company | Dec 1996 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bert Dixon Barre: 50% – 75% of Colonial Trust Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Camp Rooker Wynn: 50% – 75% of Colonial Trust Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Joerns Healthcare Llc Retirement Plan | Joerns Healthcare, Llc | 140 | $17.6M | 01/01/2024 |
| Pediatric Advanced Therapy 401(k) Profit Sharing Plan And Trust | Lolly Therapeutics Llc | 105 | $749K | 01/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $1.6B (86% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗