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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

JHH WEALTH, LLC

CRD 153924

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b6b5273-0b8b-e797-3294-11392da959bb

Data as of Dec 18, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 1
Observed: Apr 20, 2012 to Dec 18, 2023
41 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

JHH Wealth, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $41.0MItem 5.F on the latest filing (2023-12-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $33.8M
Private client RAUM: $41.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 95
High net worth clients: 95
SEC number: 801-71578
CRD: 153924
Filings on the tape: 41
First filed: Apr 20, 2012
Latest filed: Dec 18, 2023
Organised: Limited Liability Company, North Carolina

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EWING EMERGING FINANCIAL INSTITUTION FUND I LP	Private Equity Fund	$70,683	Apr 3, 2018	59	May 24, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HASKELL, SAMUEL, DRAYTON	PARTNER/CHIEF INVESTMENT OFFICER	C	yes	08/2021	Aug 1, 2016	Dec 18, 2023
Jackson, David	PARTNER/ADVISOR/CCO	C	yes	08/2021	Dec 14, 2021	Dec 18, 2023
JACKSON, DAVID, WHITNEY	Partner	C	yes	03/2016	Apr 20, 2012	Dec 18, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COLARION LLC	n/a	Independent wealth	$188M	N	yes	n/a
ALLEN C. EWING & CO.	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Vestavia	Al	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	May 16, 2023	$41.0M	$33.8M	6	4	1	n/a	n/a
2021	May 2, 2022	$91.8M	$83.5M	6	6	1	n/a	n/a
2020	Feb 24, 2021	$108M	$97.1M	5	4	1	n/a	n/a
2019	Mar 31, 2020	$129M	$118M	7	4	1	1	$2.3M
2018	Apr 1, 2019	$122M	$110M	6	3	2	1	$2.3M
2017	Apr 3, 2018	$119M	$108M	6	3	2	2	$1.3M
2016	May 2, 2017	$126M	$112M	7	4	n/a	1	$1.1M
2015	Mar 31, 2016	$106M	$93.0M	9	9	n/a	n/a	n/a
2014	Apr 6, 2015	$101M	$86.0M	8	8	n/a	n/a	n/a
2013	Feb 7, 2014	$112M	$112M	10	10	n/a	n/a	n/a
2012	Apr 1, 2013	$97.9M	$87.4M	10	10	n/a	n/a	n/a
2011	Apr 20, 2012	$70.0M	$70.0M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$41.0M	$91.8M	-55.3%	$129M	-31.8%	6	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Colarion	3	Dec 31, 2023	Jan 31, 2024	GREENVILLE, SC	Firm absorbed	RIA to RIA	75.0%

Relationships

Affiliated with (1)

→ COLARIONRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← JACKSON, DAVID, WHITNEYOwnerPARTNER, ownership code C, individual
Apr 20, 2012 to presentfactForm ADV
← HASKELL, SAMUEL, DRAYTONOwnerPARTNER/CHIEF INVESTMENT OFFICER, ownership code C, individual
Aug 1, 2016 to presentfactForm ADV
← Jackson, DavidOwnerPARTNER/ADVISOR/CCO, ownership code C, individual
Dec 14, 2021 to presentfactForm ADV

Moved with (1)

→ COLARIONRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2023 to Jan 31, 2024factForm ADV

Registered with (5)

← PETER C BISULCAAdvisorregistration: previous registration
Oct 31, 2022 to Dec 31, 2023factForm ADV
← SAMUEL DRAYTON HASKELLAdvisorregistration: previous registration
Dec 15, 2021 to Dec 31, 2023factForm ADV
← JON E GAUTHIERAdvisorregistration: previous registration
Sep 6, 2019 to Dec 31, 2023factForm ADV
← David JacksonAdvisorregistration: previous registration
Feb 11, 2020 to Dec 31, 2023factForm ADV
← ROBERT ALLEN HEWETTAdvisorregistration: previous registration
Jan 6, 2017 to Apr 6, 2021factForm ADV

Advises (1)

→ EWING EMERGING FINANCIAL INSTITUTION FUND I LPPrivate fundPrivate Equity Fund, IA, no longer reported
May 24, 2017 to Apr 3, 2018factForm ADV

Dated events

Occurred
Dec 31, 2023
Firm absorbed
Jhh Wealth, LLC's advisors moved to Colarion (Greenville, SC): 3 of 4 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Dec 31, 2023
Advisor changed firm
Jon E Gauthier left Jhh Wealth, Llc for Colarion (registered 2024-01-31)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2023
Advisor departed, no destination yet
Samuel Drayton Haskell no longer registered at Jhh Wealth, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Peter C Bisulca left Jhh Wealth, Llc for Colarion (registered 2024-01-31)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2023
Advisor changed firm
David Jackson left Jhh Wealth, Llc for Colarion (registered 2024-01-31)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2021
Control person left
Daniel Tamarah Jones (Chief Compliance Officer) no longer on Schedule A of Jhh Wealth, Llc (listed 2021-02-24, absent 2021-03-02)
Form ADVobserved 5 days ago
Occurred
Feb 24, 2021
Control person left
Laura Marshall (Cfo) no longer on Schedule A of Jhh Wealth, Llc (listed 2020-10-28, absent 2021-02-24)
Form ADVobserved 5 days ago
Occurred
Feb 24, 2021
Control person left
Allen Robert Hewett (Managing Member/President/Chief Investment Officer) no longer on Schedule A of Jhh Wealth, Llc (listed 2020-10-28, absent 2021-02-24)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b6b5273-0b8b-e797-3294-11392da959bb
First observed: Apr 20, 2012
Last observed: Dec 18, 2023 33 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JHH WEALTH, LLC

CRD 153924

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b6b5273-0b8b-e797-3294-11392da959bb

Data as of Dec 18, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:59 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EWING EMERGING FINANCIAL INSTITUTION FUND I LP

Private Equity Fund

$70,683

Apr 3, 2018

May 24, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HASKELL, SAMUEL, DRAYTON

PARTNER/CHIEF INVESTMENT OFFICER

yes

08/2021

Aug 1, 2016

Dec 18, 2023

Jackson, David

PARTNER/ADVISOR/CCO

yes

08/2021

Dec 14, 2021

Dec 18, 2023

JACKSON, DAVID, WHITNEY

Partner

yes

03/2016

Apr 20, 2012

Dec 18, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COLARION LLC

n/a

Independent wealth

$188M

yes

n/a

ALLEN C. EWING & CO.

n/a

City

State

Country

Employees

Also broker-dealer

Vestavia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

May 16, 2023

$41.0M

$33.8M

n/a

2021

May 2, 2022

$91.8M

$83.5M

n/a

2020

Feb 24, 2021

$108M

$97.1M

n/a

2019

Mar 31, 2020

$129M

$118M

$2.3M

2018

Apr 1, 2019

$122M

$110M

$2.3M

2017

Apr 3, 2018

$119M

$108M

$1.3M

2016

May 2, 2017

$126M

$112M

n/a

$1.1M

2015

Mar 31, 2016

$106M

$93.0M

n/a

2014

Apr 6, 2015

$101M

$86.0M

n/a

2013

Feb 7, 2014

$112M

n/a

2012

Apr 1, 2013

$97.9M

$87.4M

n/a

2011

Apr 20, 2012

$70.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$41.0M

$91.8M

-55.3%

$129M

-31.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Colarion

Dec 31, 2023

Jan 31, 2024

GREENVILLE, SC

Firm absorbed

RIA to RIA

75.0%