Colony Family Offices, LLC
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Overview
Colony Family Offices, LLC operates as an advisory company located in Charlotte, North Carolina. It manages $2.2 billion in assets under management across 547 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). The company has a small group, including 4 financial advisors. Colony Family Offices, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, options and equities.
Colony Family Offices, LLC administers most of the firm's accounts on a discretionary basis. Discretionary management means that transaction judgments are made by a portfolio manager without needing the customer's permission. The company also oversees 71 non-discretionary accounts with a total of $32.1 million in assets under management. The company's typical account size is $4.0 million. The average advisor at Colony Family Offices, LLC oversees around 137 client accounts.
Colony Family Offices, LLC's central office is located at 4250 Congress Street, Charlotte, North Carolina 28209. Colony Family Offices, LLC is allowed to serve investors throughout a number of states, including Alabama, California, Florida, Georgia, Maryland, Massachusetts, North Carolina, South Carolina, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Colony Family Offices, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2.2 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
547
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$4.0 million
Products and Services
Colony Family Offices, LLC provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior financial year, Colony Family Offices, LLC provided financial planning services to 251-500 of its accounts. The company does not sell products or offer services other than investment advice to its investment advisory accounts. It is also affiliated with one or more other companies in the financial services industry, including with a trust company.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice largely depend on which services are offered. However, fee types billed by the company can be comprised of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with high net worth investors and charitable organizations. Out of its 547 accounts, Colony Family Offices, LLC's largest client by number of accounts is high net worth investors, although it also serves 460 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 96.64%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 3.36%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Colony Family Offices, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Colony Family Offices, LLC
Charlotte, NC
Charlotte, NC
Chapel Hill, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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