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Colonial Investment Counsel, LLC (Charleston)


Colonial Investment Counsel, LLC is an adviser based in Charleston. It manages $40 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.

Colonial Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Colonial Investment Counsel: assets under management

The assets under management (AUM) of Colonial Investment Counsel, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Colonial Investment Counsel, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charleston

The principal office where Colonial Investment Counsel, LLC performs its advisory services is located at 174 Queen Street, Charleston, SC 29401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-853-9416 or by fax 877-834-1748. The normal business hours are 8:00 am-6:00 pm on Monday - Friday.


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