Chief Investment Officer · Cahaba Wealth Management, Inc.
Donald A Keeney
CRD 4858426 · 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 Donald A Keeney on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Cahaba Wealth Management, Inc.Chief Investment OfficerWealth manager · Atlanta, GA · $2.1B in regulatory assets
AtlasMembers
Donald’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Brian P. O'NeillPresident and Partner, Cahaba Wealth Management, Inc.
- 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.
- 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 Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.