President and Partner · Cahaba Wealth Management, Inc.
Brian P. O'Neill
CRD 2840581 · Named on Form ADV at one SEC-registered adviser
At a glance
Cahaba Wealth Management, Inc., an SEC-registered wealth manager based in Atlanta, GA with $2.1 billion in regulatory assets, lists Brian P. O'Neill on its Form ADV as President and Partner, a control person.
Firms and roles
- Cahaba Wealth Management, Inc.President and PartnerWealth manager · Atlanta, GA · $2.1B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- George H. WidemanVice President and Partner, Cahaba Wealth Management, Inc.
- William D. JacksonChief Compliance Officer and Partner, Cahaba Wealth Management, Inc.
- Christopher D. ConkellChief Operating Officer and Partner, Cahaba Wealth Management, Inc.
- Donald A KeeneyChief Investment Officer, Cahaba Wealth Management, Inc.
- Louis S. WilliamsShareholder, Cahaba Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.