About CAHABA CAPITAL
CAHABA CAPITAL is a financial advisory firm that specializes in providing expert financial advice to clients. With a team of experienced financial advisors, CAHABA CAPITAL offers a range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
CAHABA CAPITAL helps clients make informed financial decisions by providing personalized financial advice and strategies based on their unique financial situation. Their team of advisors utilizes their expertise to guide clients through challenging financial decisions, such as planning for retirement, managing investments, and protecting their assets.
Facts and Insights:
As of the end of 2020, CAHABA CAPITAL had $500 million in assets under management. The firm has a team of 15 advisors who collectively have over 50 years of experience in the financial industry.
{table}
Financial Services Offered:
CAHABA CAPITAL offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and wealth management. They work closely with clients to understand their unique financial goals and create tailored strategies to help achieve them.
Client Types:
CAHABA CAPITAL serves a diverse range of clients, including individuals, families, small business owners, and corporations. They have experience working with clients from various backgrounds and financial situations, making them well-equipped to handle different financial needs.
Fees & Compensation:
CAHABA CAPITAL charges clients a fee based on a percentage of their assets under management. This fee structure ensures that the firm’s interests are aligned with their clients’ interests, as they only profit when their clients’ investments perform well.
Background:
CAHABA CAPITAL was founded in 2005 and is based in New York City. With a strong commitment to ethical and transparent business practices, the firm has built a reputation for providing reliable and trustworthy financial advice to its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CAHABA CAPITAL has a fiduciary duty to act in the best interest of their clients. They are required to disclose any potential conflicts of interest and fully disclose their fees and compensation structure to clients. This level of transparency allows clients to make well-informed financial decisions with confidence.