CAH ADVISORS, LLC
Firm details
- Headquarters
- MOUNTAIN BRK, Alabama
- CRD number
- 316355
- Custodians
- EMPOWER TRUST COMPANY, LLC, LINCOLN TRUST COMPANY
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
CAH Advisors, LLC is a small limited liability RIA that emphasizes advisory work tied to pension consulting services. The firm operates with a fee model that includes hourly charges and fixed-fee arrangements. Regulatory filings classify the business as unclassified and note the owner structure as a mix of a domestic entity and an individual. CAH Advisors is not flagged as an active ESG investor and is not designated as a multi-state adviser. The firm lists industry affiliations that connect it to a broker‑dealer and to other investment adviser activities. The ADV indicates the practice allocates assets primarily to publicly available pooled vehicles and supplements client portfolios with annuities where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
3 of 5LISA ESTRADA
Chief Compliance OfficerCRD 4572064
Trevor Baldwin
CEO and PresidentCRD 7331091
BRADFORD HALE
Chief Financial OfficerCRD 7445599
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNTAIN BRK, AL
JEFFERSON
Location
MOUNTAIN BRK, AL
Headquartered in MOUNTAIN BRK, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 115 Office Park Dr
- Time zone
- CT (UTC-6)
- Office locations
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