Colony Family Offices, LLC

Colony Family Offices, LLC (CRD# 167017) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,104,950,855 in 322 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,105
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $3,431,524
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
  • Selection of other advisers (including private fund managers)
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.

CA, DE, FL, GA, MA, MD, NC, SC, TX

Financial Advisors at Colony Family Offices, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Miguel Ponce
CRD#: 4901823
6805 Morrison Boulevard, Suite 310, Charlotte, NC 28211
96
Wealthminder
score

Miguel Ponce (CRD# 4901823) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 11 years of experience in the finance industry. Miguel Ponce 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.

2
Eric D. Ridenour
CRD#: 3064132
6805 Morrison Boulevard, Suite 310, Charlotte, NC 28211
96
Wealthminder
score

Eric Ridenour (CRD# 3064132) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 18 years of experience in the finance industry. Eric Ridenour 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.

3
Wyman T. Byrd
CRD#: 4888880
309 W. Barbee Chapel Road, Suite 309b, Chapel Hill, NC 27517
93
Wealthminder
score

Wyman Byrd (CRD# 4888880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Chapel Hill, NC and has over 5 years of experience in the finance industry.

4
Christopher S. Elliotte
CRD#: 5378295
6805 Morrison Boulevard, Suite 310, Charlotte, NC 28211
93
Wealthminder
score

Christopher Elliotte (CRD# 5378295) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

5
Peter L. Jespersen
CRD#: 5613456
6805 Morrison Boulevard, Suite 310, Charlotte, NC 28211
93
Wealthminder
score

Peter Jespersen (CRD# 5613456) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

6
Heather M. Cabe
CRD#: 6185880
6805 Morrison Boulevard, Suite 310, Charlotte, NC 28211
90
Wealthminder
score

Heather Cabe (CRD# 6185880) is an Investment Advisor Representative working at Colony Family Offices, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.

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