MOUNTAIN BROOK, ALCRD 284588Latest ADV March 20, 2026
Colarion is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mountain Brook, AL. Its latest Form ADV filing, dated March 20, 2026, reports $188M in regulatory assets under management, 3 employees, 1 office, and 148 accounts.
Assets Under Management
$188M
Employees
3
Offices
1 office
Total Clients
96
Primary office
MOUNTAIN BROOK, AL
2914 CAHABA VILLAGE PLACE, MOUNTAIN BROOK, AL, United States
Top client segmentHNWI represent 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
54
2
Individuals
42.7%
41
3
Pooled Investment Vehicles
1.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of March 20, 2026
Discretionary98.6%
$186M
99% of total RAUM98.6%
Non-discretionary1.4%
$3M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$188M
Total Accounts148
10Y AUM Change+$67M (+55.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.