COLONIAL TRUST ADVISORS, INC.
SEC file number 801-53402
· SPARTANBURG, SC
https://coloniallife.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.40B
Discretionary AUM
$1.28B
Employees
23
Clients
1
Firm
- Address
- 233 SOUTH PINE STREET
SPARTANBURG, SC 29302 - Phone
- —
- Website
- https://coloniallife.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Colonial Investors LLC High name-match confidence · CIK 2051744 · MI
- Colonial Outpatient Surgery Center, LLC High name-match confidence · CIK 1754364 · FL
- Colonial Strategic Income Fund, LLC High name-match confidence · CIK 2150459 · AZ
- Colonial Village Investor, LLC High name-match confidence · CIK 2067024 · OH
- Colonial Village JV, LLC High name-match confidence · CIK 2067029 · OH
- MIMG LXXIV Colonial, LLC a Colorado Ltd liability Co Medium name-match confidence · CIK 2071243 · CO
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Colonial Outpatient Surgery Center, LLC · D/A · Sep 30, 2026$973.4K
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Colonial Strategic Income Fund, LLC · D · Aug 20, 2026$100M
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Colonial Outpatient Surgery Center, LLC · D · Jul 10, 2026$753.4K
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MIMG LXXIV Colonial, LLC a Colorado Ltd liability Co · D/A · Aug 13, 2025$1.3M
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Colonial Outpatient Surgery Center, LLC · D · Jul 31, 2025$584.8K
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MIMG LXXIV Colonial, LLC a Colorado Ltd liability Co · D · Jun 3, 2025$1.3M
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Colonial Village JV, LLC · D · May 22, 2025$11M
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Colonial Village Investor, LLC · D · May 22, 2025$4M
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Colonial Investors LLC · D · Jan 14, 2025$3.2M