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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cahaba Wealth Management Inc
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|---|---|
| CRD # | 151675 |
| SEC # | 801-70837 |
| CIK # | 0001716399 |
| AUM | $1.6 B (2025-05-09) |
| Employees | 21 (81% Investors, 0% Brokers) |
| Phone | 404-549-7678 |
| Address | 1200 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 32.2 | ||
| Raymond James Financial Inc | 6.5 | ||
| Microsoft Corp | 5.7 | ||
| Apple Inc | 5.1 | ||
| Nvidia Corp | 3.2 | ||
| American Water Works Company Inc | 2.9 | ||
| Amazon Com Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 453 | 175.5 |
| (b) Individuals (high net worth individuals) | 397 | 1,372.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 92.3 |
| (h) Charitable organizations | 2 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 850 | 1,641.2 |
| By Discretionary | ||
| Discretionary | 850 | 1,641.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 850 | 1,641.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,641.2 | |
| Total | 850 | 1,641.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001716399] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Edgar Lomax Company
✚
|
VA | 1.7 |
|
Nottingham Advisors Inc
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|
NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
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|
NY | 1.7 |
|
SLK Private Wealth Management LLC
✚
|
CA | 1.6 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 1.6 |
|
Aveo Capital Partners LLC
✚
|
CO | 1.6 |
|
Althum Advisors LLC
✚
|
FL | 1.6 |
|
Linden Thomas Advisory Services LLC
✚
|
NC | 1.6 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.6 |