Colonial Trust Advisors, Inc.

Colonial Trust Advisors, Inc. (CRD# 110257) is a financial advisory firm headquartered in Spartanburg, SC. They manage $548,697,336 in 1,438 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    549
    MILLION
  • Total Number of Accounts
    1,438
    ACCOUNTS
  • Average Account Value
    $381,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, NY, SC, TN, TX, VA

Financial Advisors at Colonial Trust Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Bert D. Barre
CRD#: 4119994
359 South Pine Street, Spartanburg, SC 29302
96
Wealthminder
score

Bert Barre (CRD# 4119994) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 16 years of experience in the finance industry.

2
Camp R. Wynn
CRD#: 3118195
101 East Washington Street, Suite 330, Greenville, SC 29601
96
Wealthminder
score

Camp Wynn (CRD# 3118195) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has over 17 years of experience in the finance industry.

3
Henry W. Barre
CRD#: 830712
359 South Pine Street, Spartanburg, SC 29302
93
Wealthminder
score

Henry Barre (CRD# 830712) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 29 years of experience in the finance industry.

4
Barry D. Wynn
CRD#: 473736
359 South Pine Street, Spartanburg, SC 29302
93
Wealthminder
score

Barry Wynn (CRD# 473736) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 27 years of experience in the finance industry.

5
Bradley K. Humphries
CRD#: 6184803
6 Calendar Ct, Suite 1, Columbia, SC 29206
92
Wealthminder
score

Bradley Humphries (CRD# 6184803) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Columbia, SC and has over 3 years of experience in the finance industry. Bradley Humphries has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Hugh Z. Graham
CRD#: 5990517
359 South Pine Street, Spartanburg, SC 29302
87
Wealthminder
score

Hugh Graham (CRD# 5990517) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has 1 year of experience in the finance industry.

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