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COLONIAL TRUST ADVISORS, INC.

SPARTANBURG, SC · CRD 110257 · IAPD ↗ · colonialtrust.com · 864-582-3356

$1.85BRegulatory AUM
15Advisory reps
28Employees
1Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — COLONIAL TRUST ADVISORS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.