Cahaba Wealth Management, Inc.
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 892
- Avg AUM / client
- $2.3M
- Accounts
- 888
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 451 | $173M | 8.37% |
| High net worth individuals | 437 | $1.8B | 86.4% |
| Pension and profit sharing plans | 2 | $106M | 5.15% |
| Charitable organizations | 2 | $1.5M | 0.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carr, Allison, Oliver & Sisson, Pc 401(k) Profit Sharing Plan Carr, Allison, Oliver & Sisson, P.C. | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Patrick O'neill | President And Partner | CFP | Nov 2009 (17y) | 25% – 50% |
| George Henry Wideman | Vice President And Partner | CFP | Mar 2012 (14y) | 25% – 50% |
| Christopher David Conkell | Chief Operating Officer And Partner | CFP | Sep 2015 (11y) | 5% – 10% |
| William Douglass Jackson | Chief Compliance Officer And Partner | CFP | May 2016 (10y) | 10% – 25% |
| Donald A Keeney | Chief Investment Officer | CFP CFA | Aug 2021 (5y) | Less than 5% |
| Louis Sidney Williams | Registered representative | CFP | May 2018 (8y) | |
| Robert Charles Eifert | Registered representative | CFP | Aug 2020 (6y) | |
| Gregory Wade Merritt | Registered representative | Jun 2023 (3y) | ||
| Ashley Vaughn Bowling | Registered representative | Oct 2023 (3y) | ||
| Charlotte Disley | Registered representative | CFP | Feb 2024 (2y) | |
| Crawford A Asman | Registered representative | Sep 2024 (2y) | ||
| Joseph Spurgeon Bird | Registered representative | Mar 2025 (1y) | ||
| Katherine Navarro Martin | Registered representative | CFP | Mar 2025 (1y) | |
| Stetson Lane Ponder | Registered representative | Jul 2025 (1y) | ||
| Charles Laws | Registered representative | Jan 2026 (1y) | ||
| Margaret Gail Truitt | Registered representative | Jan 2026 (1y) | ||
| Andrew Smith | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carr, Allison, Oliver & Sisson, Pc 401(k) Profit Sharing Plan | Carr, Allison, Oliver & Sisson, P.C. | 328 | $88.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $1.8B (86% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $593M (100% of AUM) May 2019
- Charles Schwab & Co. $100M (9% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗