A complete list of active advisors currently associated with Colonial Trust Advisors, Inc.

Warmer can help you find a great advisor at Colonial Trust Advisors, Inc. or one who fits your needs even better.

Colonial Trust Advisors serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and corporations, offering discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan advisory services. The firm manages roughly $1.8 billion across client accounts and delivers these services through a team of advisors supported by custodial and reporting platforms. The firm follows a team‑based investment process led by an internal investment committee that uses fundamental and qualitative analysis, asset allocation, and both long‑ and short‑term trading strategies to implement individualized investment policies. Accounts are reviewed at least quarterly (with annual rebalancing as appropriate), and the firm makes use of block trading, model portfolios for plan options, and a Pontera platform to manage held‑away retirement assets when requested. Colonial Trust Advisors is affiliated with Colonial Trust Company — a state‑chartered trust company under common ownership (a subsidiary of Colonial Trust Group, Inc.) — and many advisory staff also serve in trust roles, with services and compensation disclosed as separate between the entities. The firm also uses borrowing in client accounts (margin) and explicitly calculates management fees on the gross account value that includes margin balances, a practice and ownership structure that are less common among similar team‑based advisory firms.

To learn more about the advisors currently working at Colonial Trust Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.