Kathryn
Smith
Colonial Trust Advisors, Inc
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About this Advisor
Kathryn Smith is a certified financial planner and personal financial specialist based in Greenville, South Carolina, with 2 years of industry experience. Smith is on the advisory team at Colonial Trust Advisors, Inc. The advisor has gained experience at Fintrust Capital Advisors, LLC, Ramage Lewis LLC, Graydon Thompson LLC, Bdo Usa Llp, Full-Time Student, Fintrust Brokerage Services, LLC, Colonial Trust Advisors and Colonial Trust Company. Smith has a Series 63 license, certifying them as a securities broker, and is approved to operate in South Carolina. Colonial Trust Advisors, Inc is a financial advisory company headquartered in Spartanburg, SC. It has offices in three locations and a total of 20 financial advisors. It has $1 billion in assets among its 1,928 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises 19 charitable organizations. Of its 1,928 client accounts, 40% are held by high-net-worth individuals who have more than $1 million in investable assets. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees typically are based on which service is offered. However, fees billed by Colonial Trust Advisors, Inc likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colonial Trust Advisors, Inc Brokerage Details
$1,193,168,142
20
1,928
$618,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kathryn Smith Work History
Kathryn has been registered as a financial advisor for 2 years.*
Colonial Trust Advisors
Colonial Trust Company
Fintrust Capital Advisors, LLC
Fintrust Brokerage Services, LLC
Ramage Lewis LLC
Graydon Thompson LLC
Bdo Usa Llp
Full-Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kathryn Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Colonial Trust Advisors, Inc
Spartanburg, SC
Columbia, SC
Charleston, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Spartanburg, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
