Matthew Van Name
Colonial Trust Company · Spartanburg, South Carolina
Matthew Van Name is a fee-only financial advisor at Colonial Trust Company in Spartanburg, South Carolina, who holds the CFP credential. Matthew 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 5302850 |
| Exams passed | Series 63 (2021) · Series 66 (2009) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.colonialtrust.com |
How Matthew'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 Matthew
Is Matthew Van Name a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Colonial Trust Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Van Name based?
Matthew Van Name is based in Spartanburg, South Carolina.
What does Matthew specialize in?
Matthew's specialties include family wealth transfer. Matthew works with multi-generational families.
What credentials does Matthew Van Name hold?
Matthew Van Name holds the CFP credential.
Is Matthew Van Name registered with the SEC?
Yes. Matthew Van Name is registered as an investment adviser representative in SC (CRD 5302850), 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 Matthew Van Name?
Through Matthew'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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