# Kathryn Smith

> Kathryn Smith is a fee-only financial advisor at Colonial Trust Company in Greenville, South Carolina, who holds the CFP and PFS credentials. Kathryn focuses on family wealth transfer. Colonial Trust Company reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kathryn-smith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Colonial Trust Company
- **Based in:** Greenville, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.85B across 2,093 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5818765 (https://adviserinfo.sec.gov/individual/summary/5818765)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (2019)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** http://www.colonialtrust.com

## Frequently asked questions

### Is Kathryn Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kathryn 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 Kathryn charge for financial advice?

Kathryn's firm, Colonial Trust Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kathryn Smith based?

Kathryn Smith is based in Greenville, South Carolina.

### What does Kathryn specialize in?

Kathryn's specialties include family wealth transfer. Kathryn works with multi-generational families.

### What credentials does Kathryn Smith hold?

Kathryn Smith holds the CFP and PFS credentials.

### Is Kathryn Smith registered with the SEC?

Yes. Kathryn Smith is registered as an investment adviser representative in SC (CRD 5818765), 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 Kathryn Smith?

Through Kathryn's website, www.colonialtrust.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5818765): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://colonialtrust.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.