Charles Clementson
Colonial Trust Company · Spartanburg, South Carolina
Charles Clementson is a fee-only financial advisor at Colonial Trust Company in Spartanburg, South Carolina. Charles focuses on family wealth transfer. Colonial Trust Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Colonial Trust Company |
|---|---|
| Based in | Spartanburg, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.85B across 2,093 accounts |
| SEC registration | Investment adviser representative in SC · CRD 4008900 |
| Exams passed | Series 63 (1999) · Series 66 (2012) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.colonialtrust.com |
| Profile |
How Charles's firm compares
- Colonial Trust Company's average account is about $885,000, from its Form ADV (assets managed divided by 2,093 accounts).
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Questions about Charles
Is Charles Clementson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Colonial Trust Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Colonial Trust Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Clementson based?
Charles Clementson is based in Spartanburg, South Carolina.
What does Charles specialize in?
Charles's specialties include family wealth transfer. Charles works with multi-generational families.
Is Charles Clementson registered with the SEC?
Yes. Charles Clementson is registered as an investment adviser representative in SC (CRD 4008900), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colonial Trust Company manage?
Colonial Trust Company reports $1.85B across 2,093 accounts in assets under management.
How do I contact Charles Clementson?
Through Charles's website, www.colonialtrust.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Colonial Trust Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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