Wealth manager, independent · Atlanta, GA
Cahaba Wealth Management, Inc.
SEC-registered investment adviser · CRD 151675 · SEC 801-70837
At a glance
Cahaba Wealth Management, Inc. is an SEC-registered investment adviser based in Atlanta, Georgia, with $2.1B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 888 individual clients, 437 of them high-net-worth, holding an average of about $2.2 million each, and 23 employees. That ranks it 536th among the nation’s 5,657 independent wealth management RIAs and 25th of 171 in Georgia. It reports Fidelity Distributors Company as the custodian for its clients’ separately managed accounts.
Main office 404-549-7678cahabawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among independent wealth managers
- #536 of 5,657
- Rank among all SEC RIAs
- #3,559 of 17,210
- Rank in Georgia
- #25 of 171
- Individual clients
- 888
- High-net-worth clients
- 437
- Accounts
- 888
- Discretionary
- 100% of AUM
- Employees
- 23
- Advisory staff
- 17
- Offices
- 3
Owners and executives on its Form ADV
- Brian P. O'NeillPresident and Partner
- George H. WidemanVice President and Partner
- William D. JacksonChief Compliance Officer and Partner
- Christopher D. ConkellChief Operating Officer and Partner
- Donald A KeeneyChief Investment Officer
- Louis S. WilliamsShareholder
Custody and brokerage
Broker-dealer
No broker-dealer ties
Cahaba Wealth Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 437 | $1.8B | 86% |
| Individuals | 451 | $173M | 8% |
| Pension and profit sharing plans | 2 | $106M | 5% |
| Charitable organizations | 2 | $2M | <1% |
Disciplinary disclosures
Cahaba Wealth Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cahabawealth.com ↗
AtlasMembers
The full record on Cahaba Wealth Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,910 peers of its type and size
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- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Strategic Blueprint, LLCAtlanta | $2.5B | 3,338 |
| Arcus Capital Partners, LLCAtlanta | $2.5B | 447 |
| Sound View Wealth Advisors Group, LLCSavannah | $2.3B | 927 |
| The Fiduciary GroupSavannah | $2.0B | 621 |
| Marco Investment Management LLCAtlanta | $1.8B | 266 |
| Cannon Financial Strategists, Inc.Athens | $1.7B | 986 |
Background
Questions
How much does Cahaba Wealth Management, Inc. manage?
Cahaba Wealth Management, Inc. reports $2.1B in regulatory assets under management across 888 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Cahaba Wealth Management, Inc. have?
It reports 888 individual clients: 437 high-net-worth individuals and 451 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Cahaba Wealth Management, Inc. headquartered?
Its main office is in Atlanta, Georgia. It reports 3 offices in total and 23 employees, 17 of whom perform investment advisory functions.
How does Cahaba Wealth Management, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cahaba Wealth Management, Inc. use?
It reports Fidelity Distributors Company as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Fidelity Distributors Company ($1.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cahaba Wealth Management, Inc. a hybrid RIA with a broker-dealer?
Cahaba Wealth Management, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Cahaba Wealth Management, Inc. a fiduciary?
As an SEC-registered investment adviser, Cahaba Wealth Management, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Cahaba Wealth Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →