C
Collins Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,393,915
Clients
20
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$719,696
About
Collins Advisors is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, families, trusts and corporations. The firm manages roughly $14.4 million across about 20 client accounts and delivers portfolio rebalancing, quarterly reporting, and written investment policy development tailored to each client.
The firm constructs broadly diversified, long‑term asset allocation portfolios and employs a mix of charting, fundamental, technical and cyclical analysis to inform trading and allocations, with the advisor exercising discretionary authority to implement trades. Collins Advisors also acts as a fiduciary for retirement accounts and offers stand‑alone financial planning services billed hourly.
Compared with many solo independent advisers, Collins discloses providing portfolio management to institutional‑type clients (e.g., corporations and retirement plan accounts) and implementing more complex trading approaches in separately managed accounts, including the use of derivatives. Its small scale — one advisor serving a limited number of clients while maintaining written proxy‑voting procedures and customized investment policies — is a distinguishing practice among peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Fee options
$100,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000+: 0.50% annually
$200 per hour for stand-alone financial planning services
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000
Main office location
Collins Advisors
Charleston SC, United States
Number of offices
1
Most active in
Collins Advisors has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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