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- Custodian
- Charles Schwab & Company · Interactive Brokers · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-20-2017
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between November 13, 2025 and March 20, 2026, reported AUM increased 12.2%, from $167.9M to $188.3M.
Across 3 reported observations, AUM increased 49.6% between September 18, 2024 and March 20, 2026, from $125.9M to $188.3M.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 3 advisory representatives and 96 clients, or 32 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 3 reported office locations and 8 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Colarion record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SAMUEL DRAYTON HASKELL
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2632749
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JON E GAUTHIER
--
- CRD
- #5397385
David Jackson III
--
- CRD
- #7195542
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Colarion has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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