Greenville, SC Office
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Colarion
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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.
Based on Colarion
Expertise
Based on Colarion
Location
330 E. Coffee Street
Greenville SC 29601
Advisors at this office
2
Advisors at this office
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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