Bank / Wealth / TrustRIA · CRD 318753SEC-Registered

Updated:

Collins Advisors

Collins Advisors is an SEC-registered investment adviser in SULLIVANS ISLAND, SC. The firm manages $14 million in assets, $13 million on a discretionary basis.

Collins Advisors logo

Collins Advisors

Collins Advisors is an SEC-registered investment adviser in SULLIVANS ISLAND, SC. The firm manages $14 million in assets, $13 million on a discretionary basis. It has one employee and one investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2011

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Sullivans Island

Corporate office

Buffalo, NY, United States

Frequently asked questions

Does Collins Advisors operate as a single-family office or a multi-family office?

Collins Advisors is structured as a conventional registered investment advisor, not as a dedicated family office. Its client base comprises multiple unrelated individuals and families, primarily in Western New York, and it manages assets on a discretionary and non-discretionary basis under the Investment Advisers Act of 1940.

What is Collins Advisors' known approach to alternative investments?

Public filings and firm communications do not indicate active participation in direct private equity, venture capital, or hedge fund co-investments. The firm's stated service model emphasizes publicly traded securities, fixed income, and managed account solutions rather than direct alternatives.

Who makes investment decisions at Collins Advisors?

The firm has not publicly identified a named chief investment officer or disclosed a formal investment committee structure on its website or public record. Investment management responsibilities are typically distributed among the advisor team under the firm's regulatory filings.

Where is Collins Advisors headquartered and does it have additional offices?

The firm maintains its sole office in Buffalo, New York, United States. There are no secondary locations disclosed in regulatory filings or public directories.

Is Collins Advisors affiliated with a bank, trust company, or larger wealth management platform?

Based on current public record, the firm operates independently under its own RIA registration and does not disclose affiliation with a parent bank, multi-state trust company, or national wealth consolidation platform.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Sullivans Island Bank / Wealth / Trust profiles