# Colarion

> Colarion is an SEC-registered investment advisory firm in Mountain Brook, AL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 284588
- Filed as: COLARION
- Legal name: Colarion LLC
- Also doing business as: GAUTHIER WEALTH MANAGEMENT, JHH WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mountain Brook, AL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284588
- AdvisorCensus page: https://advisorcensus.com/firm/colarion-mountain-brook-al-284588

## Quick answers

**How is Colarion compensated?**
On its Form ADV (Item 5.E, October 2026), Colarion reports these compensation arrangements: a percentage of assets under its management.

**How much does Colarion charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: 0.75% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Colarion located?**
Colarion's principal office is in Mountain Brook, AL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Colarion registered with the SEC or a state?**
Colarion is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284588.

**How much does Colarion manage?**
Colarion reports $188,349,442 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (99% discretionary).

**How have Colarion's assets and staff changed since 2024?**
In the Form ADV data for Colarion: Regulatory assets under management: $125,944,089 in the October 2024 data and $188,349,442 in the October 2026 data, up 50%. Total employees: 4 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Colarion serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (41); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Colarion use?**
Colarion's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers Corp. and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Colarion report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284588

**Does Colarion state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "The minimum account size is $250,000 but this limit may be waived in certain circumstances." "Colarion requires a minimum of $250,000 in order to open an account except under circumstances where the firm exercises the right to exempt a client from this requirement."

**What changed in Colarion's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $167,904,162 to $188,349,442 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Asset-based fee: 0.75% to 1% a year (a range, as the brochure states it)

> The annual fee for asset management services will vary between 0.75% and 1.00% depending on whether account size is above or below $1 million, if the client has been “grandfathered” into a different fee schedule or the firm has granted an exception based on the client relationship.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The minimum account size is $250,000 but this limit may be waived in certain circumstances.

> Colarion requires a minimum of $250,000 in order to open an account except under circumstances where the firm exercises the right to exempt a client from this requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers Corp.
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,349,442
- Discretionary: $185,628,060
- Non-discretionary: $2,721,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $10,451,251 |
| High net worth individuals | 54 | $148,984,269 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $8,199,856 |
| Charitable organizations | Fewer than 5 | $15,680,263 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,033,803 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, NC, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Greenville, SC

### Websites listed on Form ADV (Item 1.I)
- colarionpartners.com
- fivepoint.substack.com
- gauthierwm.com
- jhhwealth.com
- LinkedIn @jhhwealth
- LinkedIn @david-jackson-cfp
- LinkedIn @jon-gauthier-cfp
- LinkedIn @sam-haskell-b81a19
- X @colarion

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $125,944,089 | 4 | September 18, 2024 |
| October 2025 | $167,904,162 | 3 | June 18, 2025 |
| October 2026 | $188,349,442 | 3 | March 20, 2026 |

Regulatory assets under management: $125,944,089 in the October 2024 data and $188,349,442 in the October 2026 data, up 50%.
Total employees: 4 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,904,162 to $188,349,442 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Colarion (CRD 284588): Form ADV filing data as of October 2026.