Colony Family Offices, Llc
- Regulatory AUM
- $3.4B
- Discretionary
- $3.3B
- Clients
- 656
- Avg AUM / client
- $5.1M
- Accounts
- 1,048
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 631 | $3.2B | 95.9% |
| Charitable organizations | 25 | $139M | 4.13% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wyman Thomas Byrd | Chief Investment Strategist | May 2013 (13y) | 10% – 25% | |
| Eric Dean Ridenour | Managing Director / Chief Compliance Officer | CFP Personal Financial Specialist | Aug 2013 (13y) | 25% – 50% |
| Bridges, Susan, Annette | Member | Dec 2013 (13y) | 10% – 25% | |
| Schattenfield, Scott, William | Trustee | Nov 2020 (6y) | 25% – 50% | |
| Christopher Shannon Elliotte | Registered representative | Aug 2014 (12y) | ||
| Peter Lindsey Jespersen | Registered representative | CFA | Oct 2015 (11y) | |
| Kristin N Lewis | Registered representative | CFP | Feb 2020 (6y) | |
| David Alan Worley | Registered representative | Apr 2022 (4y) | ||
| Clare Marie Lawrence | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ridenour 2020 Irrevocable Trust | Owner | Nov 2020 | A | 25% – 50% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.07 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
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $2.8B (84% of AUM) Feb 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: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗