COLONIAL TRUST ADVISORS, INC.

SPARTANBURG, South Carolina·4 registered advisors·CRD# 110257
SEC# 801-534023864-582-3356
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COLONIAL TRUST ADVISORS, INC.

4 registered advisors
Barry Dean Wynn
SPARTANBURG, South Carolina
Bert Dixon Barre
SPARTANBURG, South Carolina
Camp Rooker Wynn
SPARTANBURG, South Carolina
Henry Walter Barre
SPARTANBURG, South Carolina
05

Office Locations

SPARTANBURG, South Carolina
4 advisors

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Data sourced from SEC Form ADV filings. COLONIAL TRUST ADVISORS, INC. (CRD# 110257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.