DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Cahaba Wealth Management, Inc.

Independent wealth managerAtlanta, GeorgiaCRD 151675SEC 801-70837website IAPD

Latest filing Mar 31, 2026

First filing on the tape Mar 9, 2012 · 49 filings

SEC status approved since Nov 23, 2009

RAUM

$2.1B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

95%

$2.0B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$121M

derived; firm RAUM over IAPD count

Employees

17 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

49 filings and snapshots on the tape

RAUM$2.1B as of Mar 31, 2026

Mar 9, 2012$103M then

HNW client RAUM$1.8B as of Mar 31, 2026

Feb 28, 2018$455M then

State-registered IARs (5.B.3)16 as of Mar 31, 2026

Mar 9, 20120 then

Employees (5.A)23 as of Mar 31, 2026

Feb 4, 20131 then

Private funds: no history

RAUM +26% over the last fiscal year+22% a year over threeIARs 14 to 16

Practice profile

derived from the filing of Mar 31, 2026; every figure names its basis

Archetypes, each a printed rule

Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)

RAUM per advisor: $121MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 52derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $4.1MderivedHNW RAUM over HNW clients
Average account: $2.3MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 5.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.4derivedItem 5.A over advisors
Advisors per office: 5.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +26%derivedbetween the last two annual amendments
Advisor growth, one year: +14%derivedItem 5.B.3 between annual amendments
Client growth, one year: +4.5%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Financial planning clients: 888reportedItem 5.H
Custody: $450M, 389 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$1.8B86%
Individuals$173M8.4%
Pension and profit-sharing plans$106M5.1%
Charitable organizations$1.5M0.1%

Individual clients: 451reported
HNW clients: 437reported
Pension plan clients: 2reported
Charitable clients: 2reported
Accounts: 888reported
Financial planning clients: 888reported
Wrap fee programs: noreported
Custody of client assets: $450M for 389 clientsreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

17 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Brian Patrick O'NeillCertified Financial Planner	Atlanta, Ga	Dec 1, 2009	30 y	2
George Henry WidemanCertified Financial Planner	Birmingham, Al	Mar 29, 2012	28 y	2
Christopher David ConkellCertified Financial Planner	Birmingham, Al	Sep 8, 2015	15 y	0
William Douglass JacksonCertified Financial Planner	Nashville, Tn	May 25, 2016	29 y	0
Louis Sidney WilliamsCertified Financial Planner	Nashville, Tn	May 25, 2018	10 y	0
Robert Charles EifertCertified Financial Planner	Atlanta, Ga	Aug 18, 2020	10 y	0
Gregory Wade Merritt	Birmingham, Al	Jun 22, 2023	10 y	2
Ashley Vaughn Bowling	Atlanta, Ga	Oct 27, 2023	10 y	0
Charlotte DisleyCertified Financial Planner	Atlanta, Ga	Feb 2, 2024	11 y	0
Crawford A AsmanCertified Financial Planner	Atlanta, Ga	Sep 30, 2024	10 y	0
Joseph Spurgeon Bird	Atlanta, Ga	Mar 10, 2025	11 y	0
Katherine Navarro MartinCertified Financial Planner	Atlanta, Ga	Mar 14, 2025	11 y	3
Stetson Lane Ponder	Atlanta, Ga	Jul 28, 2025	11 y	0
Charles J. LawsCertified Financial Planner	Nashville, Tn	Jan 1, 2026	13 y	0
Margaret Gail Truitt	Atlanta, Ga	Jan 5, 2026	13 y	0
Donald A KeeneyCertified Financial Planner, Chartered Financial Analyst	Nashville, Tn	Jan 6, 2026	20 y	4
Andrew Smith	Atlanta, Ga	Mar 17, 2026	12 y	0

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months

Left, latest

Sarah Walton Burchfield Cobb to Park Place Capital Corporation
Jun 9, 2025 · RIA to RIA
Joshua Severn Hegland to Sound View Wealth Advisors Group, LLC
Jan 7, 2025 · RIA to RIA
Jacqueline Rae Webster to Finwell, Inc.
Nov 8, 2024 · RIA to a state-registered adviser
Charles Thomas Anglin to Arcus Capital Partners, LLC
Apr 23, 2021 · RIA to RIA
Madeline Mcivor to Facet
Oct 27, 2020 · RIA to RIA
Susan R Copeland to Bridgeworth Wealth Management
Jan 21, 2020 · RIA to RIA

Joined, latest

Donald A Keeney from M Capital Advisors
Jan 6, 2026 · RIA to RIA
Katherine Navarro Martin from Morgan Stanley
Mar 14, 2025 · Wirehouse to independent RIA
Gregory Wade Merritt from Rfg Advisory, LLC
Jun 22, 2023 · RIA to RIA
Sarah Walton Burchfield Cobb from Synovus Securities, Inc.
Oct 3, 2022 · RIA to RIA
Jacqueline Rae Webster from UBS Financial Services Inc.
Dec 3, 2020 · Wirehouse to independent RIA
Madeline Mcivor from Truewealth Management
Nov 9, 2017 · Other
Susan R Copeland from Pmd Advisory
Feb 29, 2016 · Other
Charles Thomas Anglin from Raymond James & Associates, Inc.
Aug 5, 2015 · Other
George Henry Wideman from Synovus Securities, Inc.
Mar 29, 2012 · Other
Brian Patrick O'Neill from Synovus Securities, Inc.
Dec 1, 2009 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Douglass William Jackson · Chief Compliance Officer And Partnercontrol
since 05/2019 · owns 10% to 25%
A Donald Keeney · Chief Investment Officercontrol
since 08/2021 · owns less than 5%
Patrick Brian O'Neill · President And Partnercontrol
since 11/2009 · owns 25% to 50%
Henry George Wideman · Vice President And Partnercontrol
since 03/2012 · owns 25% to 50%
David Christopher Conkell · Chief Operating Officer And Partner
since 05/2019 · owns 5% to 10%
Sidney Louis Williams · Shareholder
since 01/2025 · owns less than 5%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined
Atlanta, Ga · principal	17	4
Birmingham, Al	10	0
Nashville, Tn	7	3
Atlanta,, Ga	0	0

Offices

Schedule D 1.F, the 25 largest

Nashville, TN8 employees
Birmingham, AL6 employees

What changed

consecutive filings, newest first

Accounts · 850 to 888
Sep 23, 2025 to Mar 31, 2026
HNW clients · 397 to 437
Sep 23, 2025 to Mar 31, 2026
Individual clients · 453 to 451
Sep 23, 2025 to Mar 31, 2026
Assets in custody · $366M to $450M
Sep 23, 2025 to Mar 31, 2026
Employees · 21 to 23
Sep 23, 2025 to Mar 31, 2026
State-registered IARs · 14 to 16
Sep 23, 2025 to Mar 31, 2026
Discretionary RAUM · $1.6B to $2.1B
Sep 23, 2025 to Mar 31, 2026
HNW RAUM · $1.4B to $1.8B
Sep 23, 2025 to Mar 31, 2026
Individual RAUM · $176M to $173M
Sep 23, 2025 to Mar 31, 2026
Pension RAUM · $92.3M to $106M
Sep 23, 2025 to Mar 31, 2026
RAUM · $1.6B to $2.1B
Sep 23, 2025 to Mar 31, 2026
Financial planning clients · More than 500 to More than 500
Apr 15, 2025 to May 9, 2025
Accounts · 674 to 850
Jan 10, 2025 to Apr 15, 2025
Advisory employees · 12 to 17
Jan 10, 2025 to Apr 15, 2025
HNW clients · 354 to 397
Jan 10, 2025 to Apr 15, 2025
Individual clients · 320 to 453
Jan 10, 2025 to Apr 15, 2025
Employees · 19 to 21
Jan 10, 2025 to Apr 15, 2025
Discretionary RAUM · $1.5B to $1.6B
Jan 10, 2025 to Apr 15, 2025
HNW RAUM · $1.3B to $1.4B
Jan 10, 2025 to Apr 15, 2025
Individual RAUM · $156M to $176M
Jan 10, 2025 to Apr 15, 2025
Pension RAUM · $84.5M to $92.3M
Jan 10, 2025 to Apr 15, 2025
RAUM · $1.5B to $1.6B
Jan 10, 2025 to Apr 15, 2025
Assets in custody · unset to 366416619.0
Apr 4, 2024 to Jul 24, 2024
Custody of client assets · false to true
Apr 4, 2024 to Jul 24, 2024
Accounts · 5,747 to 674
Nov 21, 2023 to Mar 12, 2024
Advisory employees · 10 to 12
Nov 21, 2023 to Mar 12, 2024
HNW clients · 324 to 354
Nov 21, 2023 to Mar 12, 2024
Individual clients · 351 to 320
Nov 21, 2023 to Mar 12, 2024
Employees · 17 to 19
Nov 21, 2023 to Mar 12, 2024
Financial planning clients · 251-500 to More than 500
Nov 21, 2023 to Mar 12, 2024
State-registered IARs · 12 to 14
Nov 21, 2023 to Mar 12, 2024
Discretionary RAUM · $1.1B to $1.5B
Nov 21, 2023 to Mar 12, 2024
HNW RAUM · $918M to $1.3B
Nov 21, 2023 to Mar 12, 2024
Individual RAUM · $137M to $156M
Nov 21, 2023 to Mar 12, 2024
Pension RAUM · $70.1M to $84.5M
Nov 21, 2023 to Mar 12, 2024
RAUM · $1.1B to $1.5B
Nov 21, 2023 to Mar 12, 2024
Accounts · 678 to 5,747
Jun 13, 2022 to Mar 24, 2023
Advisory employees · 9 to 10
Jun 13, 2022 to Mar 24, 2023
Charity clients · unset to 2.0
Jun 13, 2022 to Mar 24, 2023
HNW clients · 319 to 324
Jun 13, 2022 to Mar 24, 2023

Signals

9 dated events

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

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 615-457-8342reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 205-588-5167reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 404-549-7678reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: LINKEDIN.COM/COMPANY/CAHABA-WEALTH-MANAGEMENT-INC.reportedpublic record, Form ADV, Sep 17, 2026
Website: CAHABAWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 404-549-7678reportedpublic record, Form ADV, Mar 31, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $121Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026