CAH ADVISORS, LLC

RIASEC Registered
Total AUM
$16.1M
Discretionary
$16.1M
100% of AUM
Avg account
$8.1M
Accounts
2
Employees
4
Advisory reps
5

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

3 of 5
  • LISA ESTRADA

    Chief Compliance OfficerCRD 4572064

  • Trevor Baldwin

    CEO and PresidentCRD 7331091

  • BRADFORD HALE

    Chief Financial OfficerCRD 7445599

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth