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, Inc. provides investment advisory and financial planning services to individuals (both non-high-net-worth and high-net-worth), pension and profit-sharing plans, charitable organizations, and corporations. The firm offers individualized portfolio management (discretionary and non-discretionary), standalone and ongoing financial planning, retirement-plan consulting and participant education, and management of held-away accounts, generally charging fees as a percentage of assets under management. Investment decisions are produced through a team-based process in which an investment committee and portfolio managers apply fundamental and qualitative analysis, asset allocation, and both long- and short-term strategies to construct and rebalance client portfolios, with accounts reviewed at least quarterly. The firm uses third-party platforms and custodial relationships (including Fidelity platform services and a Pontera solution for held-away accounts) to support execution, research and reporting, and provides quarterly performance and holdings reports to clients. A distinctive feature of the firm is its affiliation with Colonial Trust Company, a state‑chartered trust company under common ownership, an arrangement that is uncommon among multi-team advisory firms; the two entities refer business to each other and several advisors split time and responsibilities between the advisory and trust businesses. That affiliation enables the firm to integrate traditional investment management with trustee and fiduciary services — including ERISA fiduciary options for retirement plans — while operating as a multi-advisor team managing roughly $1.85 billion in client assets.

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.