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COLONY FAMILY OFFICES, LLC

CHARLOTTE, NC · CRD 167017 · IAPD ↗ · colonyfamilyoffices.com · 704-285-7300

$3.36BRegulatory AUM
4Advisory reps
16Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — COLONY FAMILY OFFICES, LLC notice-filed in NY, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — COLONY FAMILY OFFICES, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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