DBA: COLARION
| Total AUM | $188.3M |
| Discretionary | $185.6M99% of AUM |
| Non-Discretionary | $2.7M |
| Client Accounts | 148 |
| Avg Account Size | $1.3M |
| Employees | 3 |
| Peak AUM | $188.3MMar 2026 |
| AUM CAGR |
Total AUM
$188M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $188M | +12.2% | +21.8% | — | |
| Discretionary AUM | $186M | ||||
| Total AUM | $188.3M |
| Discretionary | $185.6M |
| Employees | 3 |
| Client Accounts | 148 |
| Client Range | 11-25 |
Address
2914 CAHABA VILLAGE PLACE
MOUNTAIN BROOK AL 35243
Phone
205 410 9443
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$186M
98.6% of AUM
Non-Discretionary
$3M
1.4% of AUM
Disc. mix ▲ 3.9pp vs 1 year ago
Custody
No related registrations reported
| +16.8% |
| +24.4% |
| — |
| Non-Disc. AUM | $3M | 69.8% | 35.3% | — |
| Total Accounts | 148 | 9.8% | +3.8% | — |
| Avg Account Size | $1M | +24.3% | +17.3% | — |
| Employees | 3 | 0.0% | 12.0% | — |
| AUM / Employee | $63M | +12.2% | +38.4% | — |
Client AUM Segments | |||||
| Wealth AUM | $159M | +7.9% | +17.3% | — | |
| Institutional AUM | $21M | +111.5% | +73.5% | — | |
| Fund / Pooled AUM | $8M | +55.3% | +47.1% | — | |
Client Count Segments | |||||
| HNW Clients | 41 | 44.6% | — | — | |
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |
| Individuals | 54 | +3.8% | 32.4% | — | |