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COLARION
COLARION LLC
CRD 284588 · SEC 801-129369
2914 CAHABA VILLAGE PLACE, MOUNTAIN BROOK, AL, 35243, United States
Phone
205 410 9443
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.3M
Discretionary AUM
$185.6M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $10.5M |
| High net worth individuals | 54 | $149.0M |
| Pooled investment vehicles | 1 | $8.2M |
States served
AL, NY, NC, SC, FL
All web addresses on file
- https://www.linkedin.com/company/jhhwealth
- https://www.linkedin.com/in/david-jackson-cfp
- https://linkedin.com/in/sam-haskell-b81a19
- https://fivepoint.substack.com
- https://x.com/colarion
- http://www.colarionpartners.com
- http://www.jhhwealth.com
- https://www.linkedin.com/in/jon-gauthier-cfp
- http://www.gauthierwm.com
Official SEC filing: View on IAPD