COLONIAL TRUST ADVISORS, INC.

COLONIAL TRUST ADVISORS, INC. of SPARTANBURG, SC is an SEC-registered investment adviser (CRD 110257). Regulatory assets under management: $1.9B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (8)

NameRoleLocation
Bert Dixon BarreCHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF OPERATING OFFICER; SHAREHOLDER
Camp Rooker WynnCHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT; SHAREHOLDER
Henry Walter BarreEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER
Barry Dean WynnEXECUTIVE VICE PRESIDENT
WYNN BARRY DEANEXECUTIVE VICE PRESIDENT; PRESIDENT; SHAREHOLDER
BARRE HENRY WALTERCHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER; SHAREHOLDER
BARRE BERT DIXONCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/EXECUTIVE VICE PRESIDENT; PRESIDENT, CHIEF OPERATING OFFICER (+1 more)
WYNN CAMP ROOKERCHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT; SHAREHOLDER (+1 more)

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