Inactive

Andrew Smith

Cahaba Wealth Management, Inc.

CRD 7629773

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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
GA	RA	APPROVED	2026-03-17

GA RA
APPROVED

Since 2026-03-17

Branch Locations

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309 • 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
Blackrock	Willmington	DE	08/2014	12/2016
The Investment Counsel Company	Las Vegas	NV	02/2017	09/2022
Wealth Enhancement Group	Atlanta	GA	09/2022	10/2025
Cahaba Wealth Management, Inc.	Atlanta	GA	10/2025	Present

08/2014 → 12/2016

Blackrock

Willmington, DE
02/2017 → 09/2022

The Investment Counsel Company

Las Vegas, NV
09/2022 → 10/2025

Wealth Enhancement Group

Atlanta, GA
10/2025 → Present

Cahaba Wealth Management, Inc.

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-25

S65 Uniform Investment Adviser Law Examination

2026-02-25

View on SEC IAPD

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