Colarion

Overview

Colarion is an SEC registered investment adviser based in Mountain Brk, AL, registered since 2017. It reports $188M in assets under management across 148 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$188M

Discretionary

99%

Accounts

148

Average account

$1.3M

Employees

3

Advisory reps

3

Registered since

2017

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters

Client types

• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Samuel Drayton Haskell Managing Member CRD 2632749

Advisory reps 3 of 3

• Jon E Gauthier Insurance Agent · Investment Adviser Rep CRD 5397385
• Samuel Drayton Haskell Investment Adviser Rep CRD 2632749
• David Jackson III Insurance Agent · Investment Adviser Rep CRD 7195542

Location

Headquarters

2914 Cahaba Village Pl
Mountain Brk, AL 35243

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: fivepoint.substack.com

Every state, with registration dates

Similar firms near Mountain Brk

• The Welch Group, LLCMountain Brk, AL$3.7B AUM
• Mayfair Advisory Group, LLCMountain Brk, AL$806M AUM
• Cook & Bynum Capital Management, LLCMountain Brk, AL$36M AUM
• Brookline Investments, Inc.Mountain Brk, AL$281M AUM
• Green Financial Management, LLCMountain Brk, AL$55.5M AUM