{
  "crd_number": 151675,
  "slug": "cahaba-wealth-management-inc-atlanta-ga-151675",
  "primary_business_name": "CAHABA WEALTH MANAGEMENT, INC.",
  "legal_name": "CAHABA WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-11-23",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 2060891106.0,
  "raum_discretionary": 2060891106.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 17,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1505481.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 172534092.0,
      "count": 451
    },
    "pension_profit_sharing": {
      "raum": 106111674.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1780739859.0,
      "count": 437
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "FL",
    "GA",
    "IN",
    "LA",
    "MS",
    "NC",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://cahabawealth.com",
    "https://linkedin.com/COMPANY/CAHABA-WEALTH-MANAGEMENT-INC.",
    "https://twitter.com/CAHABAWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151675",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/cahaba-wealth-management-inc-atlanta-ga-151675",
  "display_name": "Cahaba Wealth Management, Inc.",
  "summary": "Cahaba Wealth Management, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Cahaba Wealth Management, Inc. (CRD 151675): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Cahaba Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cahaba Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Cahaba Wealth Management, Inc. located?",
      "a": "Cahaba Wealth Management, Inc.'s principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cahaba Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Cahaba Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151675."
    },
    {
      "q": "How much does Cahaba Wealth Management, Inc. manage?",
      "a": "Cahaba Wealth Management, Inc. reports $2,060,891,106 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cahaba Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cahaba Wealth Management, Inc.: Regulatory assets under management: $949,969,014 in the October 2021 data and $2,060,891,106 in the October 2026 data, up 117%. Total employees: 12 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cahaba Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (451); high net worth individuals (437); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Cahaba Wealth Management, Inc. use?",
      "a": "Cahaba Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cahaba Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151675"
    },
    {
      "q": "Does Cahaba Wealth Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"There is no minimum portfolio value or annual fee for any account. Cahaba may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Cahaba deems it appropriate under the circumstances.\""
    },
    {
      "q": "What changed in Cahaba Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,641,225,754 to $2,060,891,106 (+26%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 949969014.0,
      "total_employees": 12,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1151097897.0,
      "total_employees": 13,
      "filing_date": "2022-06-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1126260182.0,
      "total_employees": 17,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1496425464.0,
      "total_employees": 19,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1641225754.0,
      "total_employees": 21,
      "filing_date": "2025-05-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2060891106.0,
      "total_employees": 23,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,641,225,754 to $2,060,891,106 (+26%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum portfolio value or annual fee for any account. Cahaba may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Cahaba deems it appropriate under the circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum portfolio value or annual fee for any account. Cahaba may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Cahaba deems it appropriate under the circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cahaba-wealth-management-inc-atlanta-ga-151675.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 451,
      "fewer_than_5": false,
      "raum": 172534092.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 437,
      "fewer_than_5": false,
      "raum": 1780739859.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 106111674.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1505481.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151675",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}