Brian P. O'neill

CAHABA WEALTH MANAGEMENT

Atlanta, GA 30309

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CRD#: 2840581

Professional summary

Brian Patrick O'neill, CFP®, who also goes by Brian Patrick Oneill, is a registered financial advisor currently at CAHABA WEALTH MANAGEMENT, INC. located in Atlanta, Georgia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Patrick Oneill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick O'neill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

December 1, 2009 - Present

CAHABA WEALTH MANAGEMENT, INC.

Office #1: 1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309Office #2: 3800 Colonnade Parkway Suite 630, Birmingham, AL 35243Office #3: 1222 Demonbreun Street Suite 1225, Nashville, TN 37203

RIA

CRD#: 151675

Atlanta, GA

Past

October 25, 2002 - May 21, 2007

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

ATLANTA, GA

Past

December 6, 2001 - November 30, 2009

CREATIVE FINANCIAL GROUP LTD

RIA

CRD#: 105617

ATLANTA, GA

Past

August 1, 2001 - November 30, 2009

SYNOVUS SECURITIES, INC.

CRD#: 14023

COLUMBUS, GA

Past

April 1, 1998 - August 1, 2001

ROBERT ANDREW SECURITIES, INC.

CRD#: 44566

ATLANTA, GA

Past

June 16, 1997 - March 26, 1998

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAHABA WEALTH MANAGEMENT, INC.

CAHABA WEALTH MANAGEMENT | CAHABA WEALTH MANAGEMENT, INC.

CRD#: 151675 / SEC#: 801-70837

RIA

Registered Investment Advisory firm - (11/23/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(4/28/2010)

IAR

Georgia
(12/1/2009)

IAR

Tennessee
(11/20/2023)

IAR

Texas
(4/30/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/14/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/6/2004

General Securities Principal Examination

Current Firm

CAHABA WEALTH MANAGEMENT, INC.

CAHABA WEALTH MANAGEMENT | CAHABA WEALTH MANAGEMENT, INC.

CRD#: 151675 / SEC#: 801-70837

RIA

Registered Investment Advisory firm - (11/23/2009 Approved)

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Contact information

Main Address

1200 Peachtree Street Ne Suite 610, Atlanta, GA 30309

Mailing Address

Phone number

(404) 549-7678

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHABA WEALTH MANAGEMENT COMPLETE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	850
AUM (Assets Under Management)	$ 1,641,225,754

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian P. O'neill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick O'neill's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNOVUS SECURITIES, INC.

CREATIVE FINANCIAL GROUP LTD

SYNOVUS SECURITIES, INC.

ROBERT ANDREW SECURITIES, INC.

AEGON USA SECURITIES INC.

Primary Firm SEC Registration

CAHABA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2002

Series 63

Date: 6/24/1997

Series 7

Date: 6/14/1997

Series 24

Date: 2/6/2004

Current Firm

CAHABA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAHABA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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