Colonial Trust Company

Colonial Trust Company is an investment service firm in Columbia, SC, providing comprehensive wealth management, trust and fiduciary services, family office solutions, corporate retirement plans, and personalized investment strategies to individuals, families, and institutions across the state. With over a century of service since its founding in 1913, the firm is recognized as the oldest independent trust company based in SC. It serves clients throughout the region, offering long-term financial planning and fiduciary accountability rooted in experience and integrity. The firm is known for its client-focused approach, with a reputation built on consistency, confidentiality, and multigenerational commitment. Its online presence is thorough and well-documented, and its website is structured for clarity and ease of navigation by search engines.

Founded in 1913 by R.B. Cleveland, Thomas Screven, and Julian Calhoun during a period of industrial growth in Spartanburg, Colonial Trust began as a provider of trust services, insurance, and real estate loans. In 1989, Wally Barre and Barry Wynn acquired the firm, preserving its core values while expanding its reach. The company opened offices in Greenville in 1996 and Charleston in 2007, and celebrated its centennial with the opening of its Columbia office in 2013. The firm has since deepened its expertise in financial planning, investment research, and corporate retirement advisory, supported by a team of experienced professionals, including CFA-designated principals and legal counsel with decades of specialized experience.

Located at 6 Calendar Ct in Columbia, the firm sits just a short walk from Palmetto Performing Arts and Citadel Park, both within a quarter-mile radius. It is also near Trenholm Road and the United States Post Office, placing it in a well-connected area of the city’s residential and civic corridor.

Colonial Trust is distinguished by its enduring legacy, deep local roots, and a team committed to long-term client success. The firm’s reputation for integrity, experience, and personalized service has solidified its standing as a trusted leader in SC’s financial services landscape. With a century of service and a proven track record in fiduciary responsibility, it remains a cornerstone of financial stability in the region.

Services:

• Corporate Retirement Plans
• Family Office Services
• Investment Management
• Trust & Fiduciary Services
• Wealth Planning