Cahaba Wealth Management, Inc.

Cahaba Wealth Management, Inc. (CRD# 151675) is a financial advisory firm headquartered in Atlanta, GA. They manage $310,020,741 in 759 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $408,459
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MS, SC, TN, TX

Financial Advisors at Cahaba Wealth Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Charles T. Anglin
CRD#: 5714502
1075 Peachtree Street Ne, Suite 2150, Atlanta, GA 30309
96
Wealthminder
score

Charles Anglin (CRD# 5714502) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 7 years of experience in the finance industry. Charles Anglin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian P. Oneill
CRD#: 2840581
999 Peachtree St., Suite 790, Atlanta, GA 30309
96
Wealthminder
score

Brian Oneill (CRD# 2840581) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 19 years of experience in the finance industry. Brian Oneill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
George H. Wideman
CRD#: 2982747
3800 Colonnade Parkway, Suite 525, Birmingham, AL 35243
96
Wealthminder
score

George Wideman (CRD# 2982747) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Birmingham, AL and has over 18 years of experience in the finance industry. George Wideman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher D. Conkell
CRD#: 6550214
1075 Peachtree Street Ne, Suite 2150, Atlanta, GA 30309
90
Wealthminder
score

Christopher Conkell (CRD# 6550214) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has 1 year of experience in the finance industry. Christopher Conkell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William D. Jackson
CRD#: 2781981
1075 Peachtree Street Ne, Suite 2150, Atlanta, GA 30309
90
Wealthminder
score

William Jackson (CRD# 2781981) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.

6
William R. Kennedy
CRD#: 6591199
3800 Colonnade Parkway, Suite 240, Birmingham, AL 35243
87
Wealthminder
score

William Kennedy (CRD# 6591199) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Birmingham, AL and has 1 year of experience in the finance industry.

7
Susan R. Copeland
CRD#: 6222877
3800 Colonnade Parkway, Suite 240, Birmingham, AL 35243
76
Wealthminder
score

Susan Copeland (CRD# 6222877) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Birmingham, AL and has 1 year of experience in the finance industry.

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