# COLONY FAMILY OFFICES, LLC

COLONY FAMILY OFFICES, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 167017
- Type: SEC-registered investment adviser
- SEC file number: 801-77764
- Location: 4250 CONGRESS STREET, SUITE 175, CHARLOTTE, NC, 28209
- Phone: 704-285-7300
- Latest filing: 2026-02-25
- Regulatory AUM: $3.4B
- Discretionary AUM: $3.3B
- Non-discretionary AUM: $46.3M
- Clients: 16
- Accounts: 1,048

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Wyman Thomas Byrd | CHIEF INVESTMENT STRATEGIST | — |
| Eric Dean Ridenour | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Susan Annette Bridges | MEMBER | — |
| Scott William Schattenfield | TRUSTEE | — |
| SCHATTENFIELD SCOTT WILLIAM | MANAGING MEMBER; MANAGING MEMBER, CCO; TRUSTEE | — |
| WELLS SARAH KATHERINE | CCO | — |
| BYRD WYMAN THOMAS | CHIEF INVESTMENT STRATEGIST | — |
| BROCK SARAH KATHERINE | CHIEF COMPLIANCE OFFICER | — |
| RIDENOUR ERIC DEAN | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| PONCE MIGUEL | DIRECTOR | — |
| BRIDGES SUSAN ANNETTE | MEMBER | — |
| ELLIOTTE CHRISTOPHER SHANNON | WEALTH ADVISOR / MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167017/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167017/similar
- Related entities: https://search.stillhousedata.com/firm/167017/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167017

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.