Cullen Turner Coxe
Investment adviser representative at Colonial Trust Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$1.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Colonial Trust Advisors, Inc.Apr 2026 to now
- Texas Capital BankApr 2023 to Mar 2026
- UnemployedDec 2022 to Apr 2023
- NorthmarqJun 2021 to Aug 2021
- Southern Methodist UniversityJun 2017 to Dec 2022
- Highland Park High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
Colonial Trust Advisors, Inc.
$1.9BAssets managed
958Clients
15Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7726951
- Firm CRD
- 110257