Cahaba Wealth Management, Inc.

RIASEC RegisteredEst. 2009
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$2.3M
Accounts
888
Employees
23
Advisory reps
17

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

FINTRX

Overview

Cahaba Wealth Management, Inc. is an independent, SEC-registered registered investment advisor (registered in 2009) organized as a corporation and owned by individuals. The firm serves both high-net-worth individuals and families as well as institutional clients, and it describes itself as a capital allocator that combines portfolio management, financial planning and selection of third‑party advisers. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. Cahaba does not identify as an active ESG investor. The firm received industry recognition in 2020, appearing on the Financial Times’ Top 300 RIA Firms list and on FA Magazine’s Top RIA Firms list for that year.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, State & Local Bonds 7%, Exchange Traded Equities 6%, Cash & Cash Equivalents 3%84%
  • Public Funds/Mutual Funds84%
  • State & Local Bonds7%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Christopher Conkell

    Christopher Conkell

    Partner, COOCRD 6550214

  • Donald Keeney

    Donald Keeney

    CIOCRD 4858426

  • Ashley Bowling

    Ashley Bowling

    Marketing CoordinatorCRD 7515683

Contacts

3 of 14

  • Charlotte Disley

    Financial Planning AnalystCRD 7854309

  • Katherine Martin

    Katherine Martin

    Financial Planning AnalystCRD 6563534

  • Louis Williams

    Louis Williams

    Senior AdvisorCRD 6938988

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$1.5B in ETFs

Passive

81%

$1.3B

Active

14%

$289M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$495M660,62231.99%
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Location

Primary office

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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