CAHABA WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 151675
- Registered since
- November 23, 2009
- Website
- www.cahabawealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.41%
- Individuals8.37%
- Pension & Profit Sharing Plans5.15%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cahaba Wealth Management, Inc. is an independent, SEC-registered advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party managers on behalf of clients. It charges a mix of asset‑based fees and fixed fees. Cahaba does not position itself as an ESG‑active investor and does not list pension consulting or related‑adviser activities among its services. The firm appeared on Financial Times’ Top 300 RIA Firms list in 2020 and on FA Magazine’s Top RIA Firms list in 2020.
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 Funds84%
- State & Local Bonds7%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2CHRISTOPHER CONKELL
Partner, COOCRD 6550214
DONALD KEENEY
CIOCRD 4858426
Contacts
3 of 15Charlotte Disley
Financial Planning AnalystCRD 7854309
Katherine Martin
Financial Planning AnalystCRD 6563534
LOUIS WILLIAMS
Senior AdvisorCRD 6938988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$1.5B in ETFs
78%
$1.1B
14%
$322M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $424M | 649,315 | 28.87% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1200 Peachtree St NE
- Time zone
- ET (UTC-5)
- Office locations
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