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Family Office

Colonial Trust Company

Spartanburg, United Statescolonialtrust.com
3
Contacts
1
Mandates
Verified profileData completeness 70%Updated 2026-05-19

Mandate & appetite

Preferred strategies
Opportunistic, Value Add
Target geographies
US & Canada
Typical ticket
$2m–$10m
AUM
Real-asset allocation
RE 100%
Appetite

Investor profile

Colonial Trust Company, founded in 1913 by R.B. Cleveland, Thomas Screven, and Julian Calhoun, is a family-owned wealth management and fiduciary firm based in South Carolina. It customizes investment portfolios with a focus on quality, combining active and passive strategies tailored to client goals.

Unlock mandates & allocation signals

See Colonial Trust Company's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals, dated and attributed
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

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