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CAHABA WEALTH MANAGEMENT, INC.

ATLANTA, GA · CRD 151675 · IAPD ↗ · 404-549-7678

$2.06BRegulatory AUM
17Advisory reps
23Employees
124Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CAHABA WEALTH MANAGEMENT, INC. reported RAUM up 26% ($1.64B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — CAHABA WEALTH MANAGEMENT, INC. grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
August 2024 — CAHABA WEALTH MANAGEMENT, INC. now reports custody of client assets ($366.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2024 — CAHABA WEALTH MANAGEMENT, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2024 — CAHABA WEALTH MANAGEMENT, INC. reported RAUM up 33% ($1.13B -> $1.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — CAHABA WEALTH MANAGEMENT, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.