Brian Patrick O'neill
Investment adviser representative at Cahaba Wealth Management, Inc.
30 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Cahaba Wealth Management, Inc.Nov 2009 to now
- CreativeJul 1996 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 5 states (AL, FL, GA, TN, TX).
Cahaba Wealth Management, Inc.
$2.1BAssets managed
892Clients
17Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2840581
- Firm CRD
- 151675