Cahaba Wealth Management
TL;DR
Cahaba Wealth Management was formed in 2009 and offers financial planning and investment management to individuals, high-net-worth families, trusts and estates from Atlanta, Birmingham and Nashville.
$2.1 billion
Regulatory AUM
As of ADV filing 2026-03-31
888
Accounts / Clients
888 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
23
Team Size
employees, 17 advisory
17 yrs
Years Registered
First registered 2009
About Cahaba Wealth Management
Cahaba Wealth Management was formed in 2009 and offers financial planning and investment management to individuals, high-net-worth families, trusts and estates from Atlanta, Birmingham and Nashville.
Office: 1200 Peachtree Street NE, Suite 610, Atlanta, GA 30309.
Best for: households of any size wanting planning and investments with no account minimum
Fee model and designations stated on the guide
Advisory fees
Form ADV data
CRD151675
RegistrationSEC-registered
First registration2009
Regulatory AUM$2.1 billion
ADV filing date2026-03-31
Accounts888
Clients888 individual and high-net-worth clients
Employees23
Advisory employees17
Fee modelTiered asset-based fees from 1.50% down to 1.00%; says it has no proprietary products
MinimumNo minimum portfolio value or annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A body
Source: SEC Investment Adviser Public Disclosure, CRD 151675, as of ADV filing 2026-03-31, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 9 of 10
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