Cahaba Wealth Management, Inc.

Cahaba Wealth Management, Inc. is an investment advisory firm established in 2009, offering wealth management services to individual and corporate clients. The firm manages $1,641,225,754 on a discretionary basis as of December 31, 2024. Services provided include investment management and comprehensive financial planning. Clients may elect to receive a full financial plan, which includes advice on estate planning, risk management, retirement planning, education funding, and investment portfolio design. Cahaba's investment strategies primarily involve mutual funds, ETFs, common stock, and fixed income securities. The firm uses fundamental analysis for stock selection and evaluates mutual funds and ETFs based on various factors. Cahaba offers financial planning services with fees ranging from $1,500 to $10,000 annually and comprehensive wealth management services with tiered fees based on assets under management. The firm may recommend third-party money managers and provides IRA rollover recommendations. Cahaba does not vote proxies for client securities and does not have any disciplinary events to report. The firm does not have custody of client funds and securities but may effect wire transfers with client authorization. Cahaba participates in the Fidelity Institutional Wealth Services program and Schwab Advisor Services. The firm has a Code of Ethics in place and does not have any soft dollar arrangements. Clients may direct brokerage and Cahaba reviews accounts regularly to ensure consistency with client objectives and risk tolerance. The firm does not vote proxies for client securities and does not participate in class action lawsuits on behalf of clients. Cahaba provides privacy protection and does not disclose non-public personal information to non-affiliated third parties. Clients are advised on IRA rollover considerations and trade errors. The firm does not have any financial conditions that would impair its ability to meet contractual commitments. Cahaba does not vote proxies for client securities and does not have any soft dollar arrangements.