Colony Family Offices, LLC

Colony Family Offices, LLC (CRD# 167017) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,600,638,955 in 559 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
4250 Congress Street, Suite 175, Charlotte, NC 28209
http://www.colonyfamilyoffices.com/
By the Numbers
  • Total Assets Under Management
    2,601
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $4,652,306
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, MA, MD, NC, SC, TN, TX

Financial Advisors at Colony Family Offices, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Wyman Byrd, financial advisor Chapel Hill NC
Wyman T. Byrd
CRD#: 4888880
309 W. Barbee Chapel Road, Suite 309b, Chapel Hill, NC 27517

Wyman Byrd (CRD# 4888880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Chapel Hill, NC and has over 12 years of experience in the finance industry.

2
Christopher Elliotte, financial advisor Charlotte NC
Christopher S. Elliotte
CRD#: 5378295
4250 Congress Street, Suite 175, Charlotte, NC 28209

Christopher Elliotte (CRD# 5378295) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

3
Peter Jespersen, financial advisor Charlotte NC
Peter L. Jespersen
CRD#: 5613456
4250 Congress Street, Suite 175, Charlotte, NC 28209

Peter Jespersen (CRD# 5613456) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

4
Kristin Lewis, financial advisor Charlotte NC
Kristin N. Lewis
CRD#: 5915256
4250 Congress Street, Suite 175, Charlotte, NC 28209

Kristin Lewis (CRD# 5915256) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

5
Eric Ridenour, financial advisor Charlotte NC
Eric D. Ridenour
CRD#: 3064132
4250 Congress Street, Suite 175, Charlotte, NC 28209

Eric Ridenour (CRD# 3064132) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

6
John Crawford, financial advisor Charlotte NC
John P. Crawford
CRD#: 7845688
4250 Congress Street, Suite 175, Charlotte, NC 28209

John Crawford (CRD# 7845688) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

7
David Worley, financial advisor Charlotte NC
David A. Worley
CRD#: 7513713
4250 Congress Street, Suite 175, Charlotte, NC 28209

David Worley (CRD# 7513713) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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