Samuel Haskell
Colarion · Mountain Brook, Alabama
Samuel Haskell is a fee-only financial advisor at Colarion in Mountain Brook, Alabama. Colarion reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Colarion |
|---|---|
| Based in | Mountain Brook, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $188.3M across 148 accounts |
| SEC registration | Investment adviser representative in AL · CRD 2632749 |
| Exams passed | Series 63 (2000) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fivepoint.substack.com |
| Profile |
How Samuel's firm compares
- Colarion's average account is about $1.3 million, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Samuel
Is Samuel Haskell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Colarion reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Colarion, reports charging a percentage of assets on its SEC Form ADV.
Where is Samuel Haskell based?
Samuel Haskell is based in Mountain Brook, Alabama.
Is Samuel Haskell registered with the SEC?
Yes. Samuel Haskell is registered as an investment adviser representative in AL (CRD 2632749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colarion manage?
Colarion reports $188.3M across 148 accounts in assets under management.
How do I contact Samuel Haskell?
Through Samuel's website, fivepoint.substack.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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