Overview
Assets Under Management: $168 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
COLARION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284588), COLARION is subject to fiduciary duty under federal law.
COLARION is headquartered in BIRMINGHAM, AL.
COLARION serves 52 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, COLARION offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and educational seminars and workshops. View all service details ↓
COLARION manages $168 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, COLARION serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 164
Discretionary Accounts: 150
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 284588
Filing ID: 2023481
Last Filing Date: 2025-11-13 10:05:33
Website: 1