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CAHABA WEALTH MANAGEMENT, INC.
CRD 151675File 801-70837
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.06B
Top 25% of cohort (national)
Discretionary AUM
$2.06B
Clients
892
888 accounts
Employees
23
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 23, 2009
- Principal office
- 1200 PEACHTREE STREET NE, SUITE 610, ATLANTA, GA, 30309
- Phone
- 404-549-7678
- Website
- HTTP://WWW.CAHABAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.06B
- Discretionary AUM
- $2.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 888
- Non-discretionary accounts
- 0
- Total accounts
- 888
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | 437 | $1.78B |
| Pension and profit sharing plans | Fewer than 5 | $106.1M |
| Individuals (other than high net worth individuals) | 451 | $172.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 23 | increased by2 |
| Apr 1, 2026 | Clients | 854 | 892 | increased by38 |
| Apr 1, 2026 | AUM | $1,641,225,754 | $2,060,891,106 | increased by$419,665,352 |
| Apr 1, 2026 | Accounts | 850 | 888 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 21 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 575 | 854 | increased by279 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,151,097,897 | $1,641,225,754 | increased by$490,127,857 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 678 | 850 | increased by172 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 561 | 575 | increased by14 |
| Apr 1, 2022 | AUM | $949,969,014 | $1,151,097,897 | increased by$201,128,883 |
| Apr 1, 2022 | Accounts | 568 | 678 | increased by110 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAHABA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAHABA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.