SEC Form ADV

COLONY FAMILY OFFICES, LLC

Registered Investment AdviserNC
$3.4B
Assets Under Management
1,048
Total Clients
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Registration Details

Accession
CRD-167017
Location
CHARLOTTE, NC
Filing Date
February 25, 2026
AUM
$3.4B
Total Clients
1,048
Amendment
No

About this Adviser

COLONY FAMILY OFFICES, LLC is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $3.4B in assets across 1,048 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.