Colarion
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$159,435,520
Clients
95
Advisors
3
across 2 offices
About
Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high‑net‑worth clients, corporations, trusts, estates and charitable organizations under written agreements. The firm also serves as adviser and general partner to a private pooled vehicle, the Mint Financial Sector Fund, LP, and manages both separate client accounts and pooled-vehicle assets.
The firm combines fundamental and technical analysis and implements long‑ and short‑term positions, frequent trading when appropriate, options strategies and short sales, tailoring portfolios to clients’ financial situations, objectives and risk tolerances. Colarion manages accounts on a discretionary basis, allocates aggregated trades pro rata when block trading, and notes that the Mint Partnership may pursue related but different strategies — including private placements and more frequent hedging — than individual client accounts.
What distinguishes Colarion from many peers is its role as a private fund adviser and manager of a pooled vehicle, with the Mint Partnership subject to performance-based compensation (a 20% incentive above a high‑water mark and a 1.5% management fee for partners) and use of a third‑party fund administrator. The firm also provides position and performance reports to clients on request and maintains institutional custody relationships (Interactive Brokers, Charles Schwab and RBC) that provide access to institutional trading, reporting and practice‑management resources.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
20% incentive fee above a high water mark for Mint Financial Sector Fund, LP partners.
Account minimum: $250,000 Fee-only: Annual fee between 0.75% and 1.00% depending on account size or exceptions; 1.5% for Mint Partnership partners.
Main office
See office2914 Cahaba Village Place
Mountain Brook AL 35243
Advisors at this office
1
Offices (2)
Most active in
Alabama · Florida · New York · North Carolina · South Carolina
Also doing business as
Clarion LLC · Clarion Partners · Clarion Partners LLC · Colarion · Colarion LLC · Colarion Partners · Gauthier Wealth Management · Haskell Advisory · Jhh Wealth Management, LLC · Jhh Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Samuel H
Series 63, Series 65
Mountain Brook, AL
Colarion
Samuel Haskell is a financial advisor at Colarion with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Colarion since 2017, following roles at Ewing Asset Management and TLT Group. Outside of Colarion, Mr. Haskell is a principal of Sipco LLC, a real estate investment firm, serves on the boards of CommerceOne Bank and Janover, Inc., and is Chief Investment Officer of jhh wealth, LLC. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm manages separate accounts and a private pooled vehicle, the Mint Financial Sector Fund, utilizing fundamental and technical analysis with various trading strategies tailored to client objectives and risk tolerances.
David J
CFP®, Series 66
Greenville, SC
Colarion
David Jackson III is a CFP® with six years of industry experience, currently serving as a financial advisor at Colarion. Prior to joining Colarion, he worked at Allen C. Ewing & Co. and jhh wealth, LLC. He also has experience in government, having worked for the U.S. House of Representatives and a Senate campaign. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis and manages both separate accounts and a private pooled vehicle, the Mint Financial Sector Fund, with strategies tailored to clients’ financial situations and objectives.
Jon G
CFP®, Series 66
Greenville, SC
Colarion
Jon Gauthier is a CFP® professional at Colarion with 18 years of industry experience. His prior roles include positions at jhh wealth, Allen C. Ewing & Co., Great Lakes Atlantic Wealth Management and Advisory Partners, Visionquest Wealth Management, Ameriprise Financial, and Merrill. He is the author of the book "Embracing Goodness," which he wrote at the request of his pastor and shared with his parishioners. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm also advises and manages a private pooled vehicle, employing a blend of fundamental and technical analysis with tailored strategies including frequent trading and options, while maintaining institutional custody relationships.
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