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⚲
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| Cahaba Wealth Management Inc
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| |
|---|---|
| CRD # | 151675 |
| SEC # | 801-70837 |
| CIK # | 0001716399 |
| AUM | $1.5 BB (2024-07-24) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 404-549-7678 |
| Address | 1200 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SO | 75,035.5 | 21.3 | |
| AAPL | 2,382,844.0 | 5.8 | |
| RJF | 19,897.9 | 5.7 | |
| MSFT | 1,918,222.4 | 5.5 | |
| AWK | 26,372.4 | 3.8 | |
| NVDA | 399,550.0 | 3.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 156.4 |
| (b) Individuals (high net worth individuals) | 354 | 1,254.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 84.5 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 674 | 1,496.4 |
| By Discretionary | ||
| Discretionary | 674 | 1,496.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 674 | 1,496.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,496.4 | |
| Total | 674 | 1,496.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001716399] |
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|---|---|---|
|
Novare Capital Management
✚
|
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Tom Johnson Investment Management LLC
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1.5 | |
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Rockbridge Investment Management LLC
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