Colony Family Offices, LLC

CRD 167017 · Charlotte, NC · $3.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 167017
SEC number: 801-77764
Firm type: RIA
Assets under management: $3.4B as of Feb 25, 2026
Website: www.colonyfamilyoffices.com ↗
Phone: 704-285-7300
Address: 4250 Congress Street, Charlotte, NC, 28209

Advisors at this firm

7 in our index · page 1 of 1

Wyman Thomas ByrdCRD 4888880 · Chapel Hill, NC

IA Registered
Christopher Shannon ElliotteCRD 5378295 · Charlotte, NC

IA Registered
Peter Lindsey JespersenCRD 5613456 · Charlotte, NC

IA Registered
Clare Marie LawrenceCRD 8202783 · Charlotte, NC

IA Registered
Kristin N LewisCRD 5915256 · Charlotte, NC

IA Registered
Eric Dean RidenourCRD 3064132 · Charlotte, NC

IA Registered
David Alan WorleyCRD 7513713 · Charlotte, NC

IA Registered

Source & corrections

Where this page comes from

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