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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CAHABA WEALTH MANAGEMENT, INC.

CRD 151675

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01de64a0-0489-9bec-917b-36ca7ab48873

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 9
On other graphs: 0
Observed: Mar 9, 2012 to Mar 31, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $121Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 23
Advisory employees: 17
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 888
Individual clients: 451
High net worth clients: 437
Custody, client assets: $450M
SEC number: 801-70837
CIK: 1716399
CRD: 151675
Filings on the tape: 49
First filed: Mar 9, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN PATRICK O'NEILL	Certified Financial Planner	ATLANTA, GA \| Birmingham, AL \| NASHVILLE, TN	16	30	2	no
GEORGE HENRY WIDEMAN	Certified Financial Planner	BIRMINGHAM, AL \| ATLANTA, GA \| NASHVILLE, TN	14	28	2	no
CHRISTOPHER DAVID CONKELL	Certified Financial Planner	BIRMINGHAM, AL \| ATLANTA, GA	11	15	n/a	no
WILLIAM DOUGLASS JACKSON	Certified Financial Planner	Nashville, TN \| Birmingham, AL \| ATLANTA, GA	10	29	n/a	no
LOUIS SIDNEY WILLIAMS	Certified Financial Planner	NASHVILLE, TN \| BIRMINGHAM, AL \| ATLANTA, GA	8	10	n/a	no
ROBERT CHARLES EIFERT	Certified Financial Planner	ATLANTA, GA \| BIRMINGHAM, AL	6	10	n/a	no
Gregory Wade Merritt	n/a	BIRMINGHAM, AL \| ATLANTA, GA	3	10	2	no
Ashley Vaughn Bowling	n/a	ATLANTA, GA \| BIRMINGHAM, AL	2	10	n/a	no
Charlotte Disley	Certified Financial Planner	ATLANTA, GA	2	11	n/a	no
Crawford A Asman	Certified Financial Planner	ATLANTA, GA	1	10	n/a	no
Joseph Spurgeon Bird	n/a	ATLANTA, GA \| Birmingham, AL	1	11	n/a	no
Katherine Navarro Martin	Certified Financial Planner	ATLANTA, GA \| Birmingham, AL	1	11	3	no
Stetson Lane Ponder	n/a	ATLANTA, GA	1	11	n/a	no
Charles J. Laws	Certified Financial Planner	Nashville, TN \| ATLANTA, GA	0	13	n/a	no
Margaret Gail Truitt	n/a	ATLANTA, GA \| Nashville, TN	0	13	n/a	no
DONALD A KEENEY	Certified Financial Planner\|Chartered Financial Analyst	NASHVILLE, TN \| ATLANTA, GA	0	20	4	no
Andrew Smith	n/a	ATLANTA, GA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JACKSON, WILLIAM, DOUGLASS	CHIEF COMPLIANCE OFFICER AND PARTNER	B	yes	05/2019	Mar 31, 2026	Mar 31, 2026
KEENEY, DONALD, A	CHIEF INVESTMENT OFFICER	Na	yes	08/2021	Mar 31, 2026	Mar 31, 2026
O'NEILL, BRIAN, PATRICK	PRESIDENT AND PARTNER	C	yes	11/2009	Mar 31, 2026	Mar 31, 2026
WIDEMAN, GEORGE, HENRY	VICE PRESIDENT AND PARTNER	C	yes	03/2012	Mar 31, 2026	Mar 31, 2026
CONKELL, CHRISTOPHER, DAVID	CHIEF OPERATING OFFICER AND PARTNER	A	no	05/2019	Mar 31, 2026	Mar 31, 2026
WILLIAMS, LOUIS, SIDNEY	Shareholder	Na	no	01/2025	Mar 31, 2026	Mar 31, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Nashville	Tn	United States	8	no
Birmingham	Al	United States	6	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.1B	$2.1B	23	17	2	n/a	n/a
2024	Apr 15, 2025	$1.6B	$1.6B	21	17	2	n/a	n/a
2023	Mar 12, 2024	$1.5B	$1.5B	19	12	2	n/a	n/a
2022	Mar 24, 2023	$1.1B	$1.1B	17	10	2	n/a	n/a
2021	Mar 31, 2022	$1.2B	$1.2B	13	9	2	n/a	n/a
2020	Mar 30, 2021	$950M	$950M	12	5	2	n/a	n/a
2019	Mar 24, 2020	$773M	$773M	11	5	2	n/a	n/a
2018	Mar 19, 2019	$593M	$593M	11	5	2	n/a	n/a
2017	Feb 28, 2018	$580M	$580M	9	5	2	n/a	n/a
2016	Mar 6, 2017	$404M	$404M	9	5	n/a	n/a	n/a
2015	Mar 25, 2016	$310M	$310M	7	4	n/a	n/a	n/a
2014	Mar 30, 2015	$301M	$301M	8	7	n/a	n/a	n/a
2013	Mar 18, 2014	$220M	$220M	1	1	n/a	n/a	n/a
2012	Feb 4, 2013	$194M	$194M	1	1	n/a	n/a	n/a
2011	Mar 9, 2012	$103M	$103M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.1B	$1.6B	25.6%	$1.1B	22.3%	23	21	2	2

Relationships

Registered with (23)

← Andrew SmithAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← DONALD A KEENEYAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Margaret Gail TruittAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← Charles J. LawsAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Stetson Lane PonderAdvisorregistration: current employment
Jul 28, 2025 to presentfactForm ADV
← Katherine Navarro MartinAdvisorregistration: current employment
Mar 14, 2025 to presentfactForm ADV
← Joseph Spurgeon BirdAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← Crawford A AsmanAdvisorregistration: current employment
Sep 30, 2024 to presentfactForm ADV
← Charlotte DisleyAdvisorregistration: current employment
Feb 2, 2024 to presentfactForm ADV
← Ashley Vaughn BowlingAdvisorregistration: current employment
Oct 27, 2023 to presentfactForm ADV
← Gregory Wade MerrittAdvisorregistration: current employment
Jun 22, 2023 to presentfactForm ADV
← ROBERT CHARLES EIFERTAdvisorregistration: current employment
Aug 18, 2020 to presentfactForm ADV
← LOUIS SIDNEY WILLIAMSAdvisorregistration: current employment
May 25, 2018 to presentfactForm ADV
← WILLIAM DOUGLASS JACKSONAdvisorregistration: current employment
May 25, 2016 to presentfactForm ADV
← CHRISTOPHER DAVID CONKELLAdvisorregistration: current employment
Sep 8, 2015 to presentfactForm ADV
← GEORGE HENRY WIDEMANAdvisorregistration: current employment
Mar 29, 2012 to presentfactForm ADV
← BRIAN PATRICK O'NEILLAdvisorregistration: current employment
Dec 1, 2009 to presentfactForm ADV
← SARAH WALTON BURCHFIELD COBBAdvisorregistration: previous registration
Oct 3, 2022 to Jun 9, 2025factForm ADV
← JOSHUA SEVERN HEGLANDAdvisorregistration: previous registration
Aug 18, 2020 to Jan 7, 2025factForm ADV
← JACQUELINE RAE WEBSTERAdvisorregistration: previous registration
Dec 3, 2020 to Nov 8, 2024factForm ADV
← CHARLES THOMAS ANGLINAdvisorregistration: previous registration
Aug 5, 2015 to Apr 23, 2021factForm ADV
← MADELINE MCIVORAdvisorregistration: previous registration
Nov 9, 2017 to Oct 27, 2020factForm ADV
← Susan R CopelandAdvisorregistration: previous registration
Feb 29, 2016 to Jan 21, 2020factForm ADV

Controls (4)

← JACKSON, WILLIAM, DOUGLASSOwnerCHIEF COMPLIANCE OFFICER AND PARTNER, ownership code B, individual
Mar 19, 2019 to Jul 24, 2024factForm ADV
← O'NEILL, BRIAN, PATRICKOwnerPRESIDENT AND PARTNER, ownership code C, individual
Mar 9, 2012 to Jul 24, 2024factForm ADV
← WIDEMAN, GEORGE, HENRYOwnerVICE PRESIDENT AND PARTNER, ownership code C, individual
Mar 28, 2012 to Jul 24, 2024factForm ADV
← KEENEY, DONALD, AOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 24, 2023 to Jul 24, 2024factForm ADV

Owns (1)

← CONKELL, CHRISTOPHER, DAVIDOwnerCHIEF OPERATING OFFICER AND PARTNER, ownership code A, individual
May 20, 2019 to Jul 24, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Cahaba Wealth Management, Inc. reported RAUM $2.1B, up 26% from $1.6B (2025-09-23 to 2026-03-31)
Form ADVobserved 5 days ago
$420M
Occurred
Jun 9, 2025
Advisor changed firm
Sarah Walton Burchfield Cobb left Cahaba Wealth Management, Inc. for Park Place Capital Corporation (registered 2025-06-06)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2025
Advisor changed firm
Joshua Severn Hegland left Cahaba Wealth Management, Inc. for Sound View Wealth Advisors Group, Llc (registered 2025-01-09)
Form ADVobserved 5 days ago
Occurred
Nov 8, 2024
Advisor changed firm
Jacqueline Rae Webster left Cahaba Wealth Management, Inc. for Finwell, Inc. (registered 2024-12-19)
Form ADVobserved 5 days ago
Occurred
Mar 12, 2024
Regulatory AUM changed
Cahaba Wealth Management, Inc. reported RAUM $1.5B, up 33% from $1.1B (2023-11-21 to 2024-03-12)
Form ADVobserved 5 days ago
$370M
Occurred
Mar 24, 2023
Control person joined
A Donald Keeney (Chief Investment Officer) appeared on Schedule A of Cahaba Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 24, 2020
Regulatory AUM changed
Cahaba Wealth Management, Inc. reported RAUM $773.3M, up 30% from $593.0M (2019-05-20 to 2020-03-24)
Form ADVobserved 5 days ago
$180M
Occurred
Mar 19, 2019
Control person joined
Douglass William Jackson (Chief Compliance Officer) appeared on Schedule A of Cahaba Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 28, 2018
Regulatory AUM changed
Cahaba Wealth Management, Inc. reported RAUM $580.4M, up 44% from $404.1M (2017-09-27 to 2018-02-28)
Form ADVobserved 5 days ago
$176M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01de64a0-0489-9bec-917b-36ca7ab48873
First observed: Mar 9, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAHABA WEALTH MANAGEMENT, INC.

CRD 151675

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01de64a0-0489-9bec-917b-36ca7ab48873

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN PATRICK O'NEILL

Certified Financial Planner

ATLANTA, GA | Birmingham, AL | NASHVILLE, TN

GEORGE HENRY WIDEMAN

Certified Financial Planner

BIRMINGHAM, AL | ATLANTA, GA | NASHVILLE, TN

CHRISTOPHER DAVID CONKELL

Certified Financial Planner

BIRMINGHAM, AL | ATLANTA, GA

n/a

WILLIAM DOUGLASS JACKSON

Certified Financial Planner

Nashville, TN | Birmingham, AL | ATLANTA, GA

n/a

LOUIS SIDNEY WILLIAMS

Certified Financial Planner

NASHVILLE, TN | BIRMINGHAM, AL | ATLANTA, GA

n/a

ROBERT CHARLES EIFERT

Certified Financial Planner

ATLANTA, GA | BIRMINGHAM, AL

n/a

Gregory Wade Merritt

n/a

BIRMINGHAM, AL | ATLANTA, GA

Ashley Vaughn Bowling

n/a

ATLANTA, GA | BIRMINGHAM, AL

n/a

Charlotte Disley

Certified Financial Planner

ATLANTA, GA

n/a

Crawford A Asman

Certified Financial Planner

ATLANTA, GA

n/a

Joseph Spurgeon Bird

n/a

ATLANTA, GA | Birmingham, AL

n/a

Katherine Navarro Martin

Certified Financial Planner

ATLANTA, GA | Birmingham, AL

Stetson Lane Ponder

n/a

ATLANTA, GA

n/a

Charles J. Laws

Certified Financial Planner

Nashville, TN | ATLANTA, GA

n/a

Margaret Gail Truitt

n/a

ATLANTA, GA | Nashville, TN

n/a

DONALD A KEENEY

Certified Financial Planner|Chartered Financial Analyst

NASHVILLE, TN | ATLANTA, GA

Andrew Smith

n/a

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JACKSON, WILLIAM, DOUGLASS

CHIEF COMPLIANCE OFFICER AND PARTNER

yes

05/2019

Mar 31, 2026

KEENEY, DONALD, A

CHIEF INVESTMENT OFFICER

yes

08/2021

Mar 31, 2026

O'NEILL, BRIAN, PATRICK

PRESIDENT AND PARTNER

yes

11/2009

Mar 31, 2026

WIDEMAN, GEORGE, HENRY

VICE PRESIDENT AND PARTNER

yes

03/2012

Mar 31, 2026

CONKELL, CHRISTOPHER, DAVID

CHIEF OPERATING OFFICER AND PARTNER

05/2019

Mar 31, 2026

WILLIAMS, LOUIS, SIDNEY

Shareholder

01/2025

Mar 31, 2026

City

State

Country

Employees

Also broker-dealer

Nashville

United States

Birmingham

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.1B

n/a

2024

Apr 15, 2025

$1.6B

n/a

2023

Mar 12, 2024

$1.5B

n/a

2022

Mar 24, 2023

$1.1B

n/a

2021

Mar 31, 2022

$1.2B

n/a

2020

Mar 30, 2021

$950M

n/a

2019

Mar 24, 2020

$773M

n/a

2018

Mar 19, 2019

$593M

n/a

2017

Feb 28, 2018

$580M

n/a

2016

Mar 6, 2017

$404M

n/a

2015

Mar 25, 2016

$310M

n/a

2014

Mar 30, 2015

$301M

n/a

2013

Mar 18, 2014

$220M

n/a

2012

Feb 4, 2013

$194M

n/a

2011

Mar 9, 2012

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$1.6B

25.6%

$1.1B

22.3%