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Colonial Trust Advisors, Inc. CRD 110257
$1.85B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
233 South Pine Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-06 |
Branch Locations
233 South Pine Street, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cracker Barrel | Fairlawn | OH | 01/2013 | 11/2017 |
| Valmark Financial Group | Akron | OH | 05/2017 | 08/2017 |
| Bob Jones University | Greenville | SC | 08/2016 | 05/2018 |
| Valmark Financial Goup | Akron | OH | 05/2018 | 12/2018 |
| Przedszkole Genesis | Jaworzno | 01/2019 | 10/2019 | |
| Sikich Capital Management Llc | Akron | OH | 11/2019 | 09/2021 |
| Wealth Management Advisors | Greenville | SC | 10/2021 | 10/2022 |
| Resolute Capital, Llc | Greenville | SC | 12/2022 | 09/2024 |
| Colonial Trust Advisors, Inc. | Spartanburg | SC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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