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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-23-2009
- Office Locations
- 3
Office Locations
About Cahaba Wealth Management, Inc.
Cahaba Wealth Management is an independent, fee-only RIA headquartered in Atlanta with offices in Birmingham and Nashville. The firm provides customized financial planning and discretionary investment management for families, business owners, corporate executives, and institutions, with hands-on implementation support. Custody includes Schwab and Fidelity. Recognized by the Financial Times as a Top Financial Adviser (2018–2019).
Reported data analysis
What the numbers show
Between September 23, 2025 and March 31, 2026, reported AUM increased 25.6%, from $1.6B to $2.1B.
Across 5 reported observations, AUM increased 79.0% between June 13, 2022 and March 31, 2026, from $1.2B to $2.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 17 advisory representatives and 1,016 clients, or 59.8 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 3 reported office locations and 16 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cahaba Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN PATRICK O'NEILL
Investment Advisor, PARTNER, President
- CRD
- #2840581
- Ownership
- 25% but less than 50%
GEORGE HENRY WIDEMAN
Certified Financial Planner, PARTNER, VICE PRESIDENT
- CRD
- #2982747
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Crawford A Asman
Advisor
- CRD
- #7324301
Joseph Spurgeon Bird IV
FINANCIAL PLANNING ANALYST
- CRD
- #8054328
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,060,891,106 | $2,320,823 |
| Non-Discretionary | $0 | -- |
| Total | $2,060,891,106 | $2,320,823 |
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Separately Managed Accounts
SMA allocation detail is available
Cahaba Wealth Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cahaba Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.