$188.3M Total AUM
$185.6M Disc. AUM
-- 3Y CAGR
3 Employees
96 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-20-2017
- Office Locations
- 3
Office Locations
2914 Cahaba Village Place Mountain Brook AL
330 E. Coffee Street Greenville SC
333 E. Coffee Street Suite Greenville SC
About Colarion
Colarion LLC is a research-driven investment firm specializing in financial-sector portfolios for individual investors, emphasizing long-term relationships and benchmark-aware results. Managed by Sam Haskell, the firm also serves retail and institutional clients and primarily implements exposures through ETFs, including at Charles Schwab.
Team overview
46 AVG AGE
$62.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SAMUEL DRAYTON HASKELL
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2632749
- Ownership
- 75% or more
Available
Available
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JON E GAUTHIER
--
- CRD
- #5397385
Available
Available
Available
David Jackson III
--
- CRD
- #7195542
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,628,060 | $1,316,511 |
| Non-Discretionary | $2,721,382 | $388,769 |
| Total | $188,349,442 | $1,272,631 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Private Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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