Collins Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Collins Advisors is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, families, trusts and corporations. The firm manages roughly $14.4 million across about 20 client accounts and delivers portfolio rebalancing, quarterly reporting, and written investment policy development tailored to each client.
The firm constructs broadly diversified, long‑term asset allocation portfolios and employs a mix of charting, fundamental, technical and cyclical analysis to inform trading and allocations, with the advisor exercising discretionary authority to implement trades. Collins Advisors also acts as a fiduciary for retirement accounts and offers stand‑alone financial planning services billed hourly.
Compared with many solo independent advisers, Collins discloses providing portfolio management to institutional‑type clients (e.g., corporations and retirement plan accounts) and implementing more complex trading approaches in separately managed accounts, including the use of derivatives. Its small scale — one advisor serving a limited number of clients while maintaining written proxy‑voting procedures and customized investment policies — is a distinguishing practice among peers.
Client services
Expertise
Fee options
$100,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000+: 0.50% annually
$200 per hour for stand-alone financial planning services
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000
Main office
Charleston SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Collins Advisors · Collins Advisors Fund Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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