Hedge Fund Database

CAHABA WEALTH MANAGEMENT, INC.

Adviser information for CAHABA WEALTH MANAGEMENT, INC. last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 19
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 674 $1.5B
Non-Discretionary 0 $0
Total 674 $1.5B

Clients

Type Number RAUM
Individuals 320 $156.4M
HNW Individuals 354 $1.3B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $84.5M
Charitable organizations <5 $1.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 80
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 635

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-70837
SEC ERA File Number 801-70837
SEC CIK Numbers 1716399
SEC CRD Numbers 151675
Legal Entity Identifier None

Principal Office

1075 PEACHTREE STREET NE
SUITE 2150
ATLANTA
GA
United States
Monday - Friday, 8:00 - 5:00
Tel: 404-549-7678, Fax: 404-549-7896

Websites

www.linkedin.com/company/cahaba-wealth-management-inc./ twitter.com/cahabawealth www.cahabawealth.com

Chief Compliance Officer

WILLIAM DOUGLASS JACKSON
CCO
1222 DEMONBREUN STREET
SUITE 1225
NASHVILLE
TN
United States
Tel: 615-457-8342
Fax: 404-549-7896
(Full email address available in API data)

Regulatory Contact

ANDREA EVANGELESTA
EXECUTIVE ASSISTANT/OFFICE MANAGER
1075 PEACHTREE STREET, NE
SUITE 2150
ATLANTA
GA
United States
Tel: 404-549-7678
Fax: 404-549-7896
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
O'NEILL, BRIAN, PATRICK Individual – PRESIDENT AND PARTNER 11/2009 25-50%
WIDEMAN, GEORGE, HENRY Individual – VICE PRESIDENT AND PARTNER 03/2012 25-50%
JACKSON, WILLIAM, DOUGLASS Individual – CHIEF COMPLIANCE OFFICER AND PARTNER 05/2019 10-25%
CONKELL, CHRISTOPHER, DAVID Individual – CHIEF OPERATING OFFICER AND PARTNER 05/2019 5-10%
KEENEY, DONALD, A Individual – CHIEF INVESTMENT OFFICER 08/2021 < 5%

No. Employees, Historic

20100201920202021202220232024202511 on 4/10/201911 on 5/20/201911 on 3/24/202011 on 6/12/202011 on 11/24/202011 on 11/24/202012 on 3/30/202112 on 5/14/202112 on 5/20/202112 on 8/16/202112 on 8/19/202113 on 3/31/202213 on 5/2/202213 on 6/13/202217 on 3/24/202317 on 10/27/202317 on 11/21/202319 on 3/12/2024

RAUM, Historic

2B1B02019202020212022202320242025593046459 on 4/10/2019593046459 on 5/20/2019773263917 on 3/24/2020773263917 on 6/12/2020773263917 on 11/24/2020773263917 on 11/24/2020949969014 on 3/30/2021949969014 on 5/14/2021949969014 on 5/20/2021949969014 on 8/16/2021949969014 on 8/19/20211151097897 on 3/31/20221151097897 on 5/2/20221151097897 on 6/13/20221126260182 on 3/24/20231126260182 on 10/27/20231126260182 on 11/21/20231496425464 on 3/12/2024

No. Clients, Historic

70035002019202020212022202320242025439 on 4/10/2019439 on 5/20/2019433 on 3/24/2020433 on 6/12/2020433 on 11/24/2020433 on 11/24/2020561 on 3/30/2021561 on 5/14/2021561 on 5/20/2021561 on 8/16/2021561 on 8/19/2021575 on 3/31/2022575 on 5/2/2022575 on 6/13/2022679 on 3/24/2023679 on 10/27/2023679 on 11/21/2023678 on 3/12/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 557K 5K –
ABBOTT LABS COM 406K 4K –
ABBVIE INC COM 559K 3K –
ADVANCED MICRO DEVICES INC COM 206K 1K –
AFLAC INC COM 906K 10K –
ALPHABET INC CAP STK CL A 713K 4K –
ALPHABET INC CAP STK CL C 995K 5K –
AMAZON COM INC COM 2M 13K –
AMERICAN WTR WKS CO INC NEW COM 4M 29K –
AMERIS BANCORP COM 831K 17K –
AMGEN INC COM 305K 976 –
APPLE INC COM 6M 28K –
AT&T INC COM 522K 27K –
AUTOMATIC DATA PROCESSING IN COM 237K 993 –
BANK AMERICA CORP COM 473K 12K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 7K –
BLACKROCK INC COM 250K 317 –
BOX INC CL A 223K 8K –
BROADCOM INC COM 1M 701 –
CATERPILLAR INC COM 732K 2K –
CISCO SYS INC COM 561K 12K –
COCA COLA CO COM 1M 16K –
COSTCO WHSL CORP NEW COM 1M 1K –
CULLMAN BANCORP INC COM 259K 25K –
DEERE & CO COM 331K 886 –
DELTA AIR LINES INC DEL COM NEW 314K 7K –
DOMINION ENERGY INC COM 200K 4K –
EATON CORP PLC SHS 287K 917 –
ELI LILLY & CO COM 1M 1K –
EMERSON ELEC CO COM 214K 2K –
EXXON MOBIL CORP COM 1M 9K –
FIBROBIOLOGICS INC COM SHS 73K 15K –
FIRST US BANCSHARES INC COM 118K 13K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 154K 24K –
FS KKR CAP CORP COM 310K 16K –
GALLAGHER ARTHUR J & CO COM 290K 1K –
GE AEROSPACE COM NEW 274K 2K –
GOLDMAN SACHS GROUP INC COM 209K 461 –
HCA HEALTHCARE INC COM 2M 5K –
HOME DEPOT INC COM 1M 3K –
INTERFACE INC COM 383K 26K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 320K 8K –
INVESCO QQQ TR UNIT SER 1 931K 2K –
ISHARES TR SHRT NAT MUN ETF 29M 281K –
ISHARES TR MSCI ACWI EX US 417K 8K –
ISHARES TR GRWT ALLOCAT ETF 746K 13K –
ISHARES TR RUS 1000 GRW ETF 3M 9K –
ISHARES TR RUS TOP 200 ETF 842K 6K –
ISHARES TR CORE INTL AGGR 24M 472K –
ISHARES TR 1 3 YR TREAS BD 2M 22K –
ISHARES TR CORE S&P SCP ETF 44M 415K –
ISHARES TR RUS MDCP VAL ETF 523K 4K –
ISHARES TR RUS 2000 VAL ETF 410K 3K –
ISHARES TR RUS TP200 GR ETF 1M 6K –
ISHARES TR U.S. FINLS ETF 288K 3K –
ISHARES TR CORE S&P500 ETF 337M 615K –
ISHARES TR CORE US AGGBD ET 138M 1M –
ISHARES TR S&P 500 VAL ETF 2M 10K –
ISHARES TR MBS ETF 575K 6K –
ISHARES TR RUS MD CP GR ETF 657K 6K –
ISHARES TR CORE TOTAL USD 638K 14K –
ISHARES TR SELECT DIVID ETF 537K 4K –
ISHARES TR CORE 1 5 YR USD 40M 844K –
ISHARES TR RUSSELL 2000 ETF 399K 2K –
ISHARES TR MSCI USA QLT FCT 1M 6K –
ISHARES TR US TREAS BD ETF 739K 33K –
ISHARES TR S&P MC 400GR ETF 630K 7K –
ISHARES TR CORE MSCI EAFE 6M 77K –
ISHARES TR U.S. TECH ETF 233K 2K –
ISHARES TR BLACKROCK ULTRA 3M 50K –
ISHARES TR RUS MID CAP ETF 5M 64K –
ISHARES TR NATIONAL MUN ETF 24M 222K –
ISHARES TR RUS 2000 GRW ETF 623K 2K –
ISHARES TR USD INV GRDE ETF 501K 10K –
ISHARES TR CORE S&P TTL STK 1M 12K –
ISHARES TR CORE MSCI TOTAL 110M 2M –
ISHARES TR S&P 500 GRWT ETF 6M 69K –
ISHARES TR RUS 1000 ETF 722K 2K –
ISHARES TR RUS 1000 VAL ETF 2M 13K –
ISHARES TR RUSSELL 3000 ETF 1M 3K –
ISHARES TR MSCI ACWI ETF 7M 61K –
ISHARES TR MSCI EAFE ETF 1M 16K –
ISHARES TR CORE S&P MCP ETF 104M 2M –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 15M 290K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 279K 6K –
JACOBS SOLUTIONS INC COM 349K 3K –
JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 308K 8K –
JOHNSON & JOHNSON COM 982K 7K –
JPMORGAN CHASE & CO. COM 580K 3K –
LINDE PLC SHS 319K 727 –
LOCKHEED MARTIN CORP COM 284K 608 –
LOWES COS INC COM 260K 1K –
MARSH & MCLENNAN COS INC COM 369K 2K –
MASTERCARD INCORPORATED CL A 231K 524 –
MCDONALDS CORP COM 798K 3K –
MERCK & CO INC COM 394K 3K –
META PLATFORMS INC CL A 463K 918 –
METROCITY BANKSHARES INC COM 792K 30K –
MICROCHIP TECHNOLOGY INC. COM 395K 4K –
MICROSOFT CORP COM 5M 12K –
NEXTERA ENERGY INC COM 329K 5K –
NVIDIA CORPORATION COM 3M 27K –
ORACLE CORP COM 377K 3K –
PALO ALTO NETWORKS INC COM 735K 2K –
PAYCHEX INC COM 223K 2K –
PEPSICO INC COM 775K 5K –
PFIZER INC COM 236K 8K –
PINNACLE FINL PARTNERS INC COM 2M 21K –
PROCTER AND GAMBLE CO COM 734K 4K –
QUALCOMM INC COM 239K 1K –
RAYMOND JAMES FINL INC COM 6M 46K –
RTX CORPORATION COM 503K 5K –
SCHWAB STRATEGIC TR US AGGREGATE B 492K 11K –
SELECT SECTOR SPDR TR TECHNOLOGY 285K 1K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 264K 2K –
SIRIUS XM HOLDINGS INC COM 40K 14K –
SOUTHERN CO COM 21M 274K –
SPDR GOLD TR GOLD SHS 291K 1K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
SPDR SER TR PORTFOLIO AGRGTE 9M 362K –
SPDR SER TR PORTFOLIO S&P400 16M 322K –
SPDR SER TR PRTFLO S&P500 GW 440K 5K –
SPDR SER TR PORTFOLIO S&P500 38M 596K –
SPDR SER TR PORTFOLIO S&P600 8M 198K –
SPDR SER TR PRTFLO S&P500 VL 371K 8K –
SYSCO CORP COM 212K 3K –
TARGET CORP COM 215K 1K –
TASEKO MINES LTD COM 89K 36K –
THERMO FISHER SCIENTIFIC INC COM 309K 558 –
TRAVELERS COMPANIES INC COM 375K 2K –
UNITED PARCEL SERVICE INC CL B 222K 2K –
UNITEDHEALTH GROUP INC COM 1M 3K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 320K 2K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 1M 19K –
VANGUARD BD INDEX FDS SHORT TRM BOND 1M 15K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 490K 10K –
VANGUARD INDEX FDS LARGE CAP ETF 959K 4K –
VANGUARD INDEX FDS S&P 500 ETF SHS 578K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K –
VANGUARD INDEX FDS MCAP GR IDXVIP 265K 1K –
VANGUARD MUN BD FDS TAX EXEMPT BD 15M 299K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 572K 3K –
VANGUARD STAR FDS VG TL INTL STK F 30M 494K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 217K 4K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 610K 5K –
VISA INC COM CL A 621K 2K –
WALMART INC COM 792K 12K –
WASTE MGMT INC DEL COM 572K 3K –
WILLIAMS SONOMA INC COM 211K 746 –