Camp Rooker Wynn

Employer firm

Colonial Trust Advisors, Inc. CRD 110257

$1.85B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → Present
  Colonial Trust Company
  Spartanburg, SC
• 01/2007 → Present
  Colonial Trust Advisors, Inc.
  Spartanburg, SC
• 01/2023 → Present
  Colonial Trust Advisors, Inc.
  Spartanburg, SC
• 01/2023 → Present
  Colonial Trust Company
  Spartanburg, SC
• 09/2001 → 01/2023
  Colonial Trust Company
  Spartanburg, SC

Other Businesses

CAMP WYNN IS ALSO EMPLOYED BY COLONIAL TRUST COMPANY. BOTH INSTITUTIONS ARE WHOLLY OWNED SUBSIDIARIES OF COLONIAL GROUP, INC. COLONIAL TRUST COMPANY IS REGISTERED WITH AND REGULATED BY THE SC BOARD OF FINANCIAL INSTITUTIONS AND PROVIDES CORPORATE FIDUCIARY SERVICES INCLUDING PROFESSIONAL TRUST AND ESTATE RELATED SERVICES. THE COMPANIES SHARE OFFICES AT 101 EAST WASHINGTON STREET, GREENVILLE, SC 29302. CAMP WYNN JOINED COLONIAL TRUST COMPANY SIMULTANEOUSLY WITH HIS JOINING COLONIAL Trust Advisors, Inc. IN AUGUST OF 2001. HE HOLDS THE TITLE OF VICE CHAIRMAN, EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER, AND SENIOR TRUST OFFICER OF COLONIAL TRUST COMPANY AND IS INVOLVED IN THE INVESTMENT MANAGEMENT, FIDUCIARY DECISION MAKING, ADMINISTRATIVE OVERSIGHT, AND COMPLIANCE OF THE FIRM'S BUSINESS. APPROXIMATELY 35% OF HIS TIME IS SPENT ON THE BUSINESS OF COLONIAL TRUST COMPANY WITH THE REMAINDING 65% BEING SPENT ON COLONIAL Trust Advisors, Inc. BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-30
• S63 Uniform Securities Agent State Law Examination
  1999-06-10

Designations

• Chartered Financial Analyst