Cahaba Wealth Management, Inc.
● SEC registered since 2009CRD 151675SEC# 801-70837Atlanta, GA
Reg. AUM
$2.06B
Employees
23
Accounts
888
Location
Atlanta, GA
Cahaba Wealth Management, Inc. assets under management
Cahaba Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2009. It reports $2.1 billion in regulatory assets under management and employs 23 people.
Cahaba Wealth Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick O'Neill Control | President And Partner | 25-50% | 2009 |
| Christopher David Conkell | Chief Operating Officer And Partner | 5-10% | 2019 |
| Donald A Keeney Control | Chief Investment Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Cahaba Wealth Management, Inc. manage?
Cahaba Wealth Management, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Cahaba Wealth Management, Inc. have?
Cahaba Wealth Management, Inc. reports 23 employees.
Where is Cahaba Wealth Management, Inc. located?
Cahaba Wealth Management, Inc. is based in Atlanta, GA and has been SEC-registered since 2009.
Does Cahaba Wealth Management, Inc. disclose fund performance?
Cahaba Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Peachtree Street NE, Suite 610, Atlanta, GA 30309 |
| Phone | 404-549-7678 |
| Fax | 404-549-7896 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1716399 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.06B▲ 38%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.06Bregulatory AUM
Discretionary $2.06B