This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Foundation oak
- 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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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%
Ridge glacier
Prime meridian zenith
- CRD
- #52118
- Ownership
- 6.9%
Showing 2 of 6 owners & executives
Unlock allContacts
Crawford A Asman
Advisor
- CRD
- #7324301
Joseph Spurgeon Bird IV
--
- CRD
- #8054328
Meridian element
Momentum beacon
- CRD
- #74130
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,060,891,106
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,871,995,571 | 34.3% |
| Municipal Bonds | $1,138,750,431 | 13.6% |
| Equity - Exchange | $2,763,144,427 | 33.0% |
| Cash | $1,599,274,502 | 19.1% |
| Total | $8,373,164,931 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA VALUE | PEAK EAGLE | FK8ZG2EMR | PKOVZ | 6.59% | $97,756,904 |
| HORIZON HORIZON SIGNAL | UNISON PEAK | 089Q6NYOS | IZVK | 8.98% | $10,790,815 |
| PATHWAY ALPHA | DELTA DELTA | SQTI5D92B | HXEYP | 10.41% | $4,379,500 |
| CREST RIDGE | FUSION BEACON | 3IDFG42KQ | ZBUIL | 11.52% | $37,106,250 |
| VECTOR NORTH CAPITAL | BRIDGE INSIGHT | 26R4CYDQ6 | WMTUA | 0.60% | $114,358,406 |
| VERTEX INSIGHT | OAK QUANTUM | KXPDA4HHU | FDVP | 12.07% | $13,630,380 |
| LEGACY MATRIX PIONEER | PATHWAY WAVE | T137HIAS6 | GXYLW | 11.57% | $14,824,275 |
| RADIAL OPTIMA | GLACIER RIDGE | SXX7HFJU3 | VOKF | 11.80% | $115,195,287 |