SEC Form ADV

COLONY FAMILY OFFICES, LLC

Registered Investment AdviserNC
$3.4B
Assets Under Management
16
Employees
Get LP Contact Details

Registration Details

Accession
crd-167017
Location
CHARLOTTE, NC
Filing Date
August 10, 2026
AUM
$3.4B
Institutional Clients
25
Employees
16
Amendment
No

Client Types

HNW IndividualsCharitable Organizations

About this Adviser

COLONY FAMILY OFFICES, LLC is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $3.4B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.