| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick O'Neill Control | President And Partner | 25-50% | 2009 |
| Christopher David Conkell | Chief Operating Officer And Partner | 5-10% | 2019 |
| Donald A Keeney Control | Chief Investment Officer | Under 5% | 2021 |
Cahaba Wealth Management, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
Cahaba Wealth Management, Inc. reports 21 employees.
Cahaba Wealth Management, Inc. is based in Atlanta, GA and has been SEC-registered since 2009.
Cahaba Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1200 Peachtree Street NE, Suite 610, Atlanta, GA 30309 |
| Phone | 404-549-7678 |
| Fax | 404-549-7896 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1716399 |
| Discloses disciplinary history | No |
| Discretionary | $1.64B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.64B |