Brian Patrick O'neill

Employer firm

Cahaba Wealth Management, Inc. CRD 151675

$2.06B regulatory AUM 124 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Cahaba Wealth Management, Inc.

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-17
TN	RA	APPROVED	2025-04-22
TX	RA	APPROVED_RES	2010-04-30
AL	RA	APPROVED	2010-04-28
GA	RA	APPROVED	2009-12-01

FL RA
APPROVED

Since 2025-11-17
TN RA
APPROVED

Since 2025-04-22
TX RA
APPROVED_RES

Since 2010-04-30
AL RA
APPROVED

Since 2010-04-28
GA RA
APPROVED

Since 2009-12-01

Branch Locations

1222 Demonbreun Street Suite 1635, Nashville, TN 37203 • United States

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • United States

3800 Colonnade Parkway Suite 630, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Creative	Atlanta	GA	07/1996	Present
Cahaba Wealth Management	Atlanta	GA	11/2009	Present

07/1996 → Present

Creative

Atlanta, GA
11/2009 → Present

Cahaba Wealth Management

Atlanta, GA

Previous Registrations

2001-12-06 → 2009-11-30

Creative Financial Group Ltd

Atlanta, GA

Atlanta, GA
2002-10-25 → 2007-05-21

Synovus Securities, Inc.

Atlanta, GA

Atlanta, GA

Other Businesses

1. BLACK DOG, LLC - INVESTMENT RELATED PARTNERSHIP; TITLE: PASSIVE INVESTMENT PARTNER; RESTAURANT/BAR/RETAIL ALCOHOL SALES/INDUSTRY; Less than 1 HR PER MONTH; 0 HRS DURING TRADING 2.10/2023 Artist Clarity, Inc. ; Business Management; Non Investment Related; Partner; Currently no time spent; Artist Clarity, Inc is Business Management. Including Payroll, Bill Pay, Invoice Management, Collections and Planning.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-10-14
S63	Uniform Securities Agent State Law Examination	1997-06-24

S65 Uniform Investment Adviser Law Examination

2002-10-14
S63 Uniform Securities Agent State Law Examination

1997-06-24

Designations

Certified Financial Planner

Other Names

Brian Patrick Oneill

View on SEC IAPD