Charles
Laws

Cahaba Wealth Management, Inc

CRD#7664246
Investment Advisor
in Atlanta, GA

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About this Advisor

Charles Laws is a financial advisor who works out of Atlanta, Georgia with a total of 1 year of industry experience. Laws is an employee of Cahaba Wealth Management, Inc. The advisor has gained experience at Cahaba Wealth Management, Inc, Banana Republic, Dollar General, Rhodes College, Pope John Paul Ii High School and Goodpasture Christian School. Laws has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Tennessee. Cahaba Wealth Management, Inc is an advisory business that has its headquarters in Atlanta, GA. It has offices in two locations and a total of 17 employees. It manages $1 billion in assets among its 5,747 accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 5,747 customer accounts, 48% are associated with high-net-worth investors who have more than $1 million in assets. Cahaba Wealth Management, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on the type of services. Fee types charged by Cahaba Wealth Management, Inc likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1075 Peachtree Street Ne Suite 2150
Atlanta, GA 30309

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Cahaba Wealth Management, Inc Brokerage Details

Total Assets Under Management

$1,126,260,182

GA Average: $3,570,121,308
Total Number of Employees

17

GA Average: 58
Total Number of Accounts

5,747

GA Average: 1,608
Average Account Size

$195,974

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Charles Laws Work History

Charles has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Cahaba Wealth Management, Inc

2020 - 2020 (< 1 year)

Dollar General

2018 - 2018 (< 1 year)

Banana Republic

2017 - 2021 (4 years)

Rhodes College

2013 - 2017 (4 years)

Pope John Paul Ii High School

2012 - 2013 (1 year)

Goodpasture Christian School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Laws to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cahaba Wealth Management, Inc

William Jackson
Atlanta, GA
Jacqueline Webster
Nashville, TN
Ashley Vaughn
Atlanta, GA
Charles Laws
Atlanta, GA
Robert Eifert
Atlanta, GA
Joshua Hegland
Atlanta, GA
George Wideman
Birmingham, AL
Donald Keeney
Nashville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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