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KM

Katherine N. Martin

CAHABA WEALTH MANAGEMENT
Birmingham, AL 35243
Some features on this profile are disabled
CRD#: 6563534
KM

Professional summary

Katherine Navarro Martin, CFP®, who also goes by Kaitlin Martin, Kaitlin Navarro, Katherine Marie Navarro, is a registered financial advisor currently at CAHABA WEALTH MANAGEMENT, INC. located in Birmingham, Alabama.

Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Katherine has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kaitlin Martin | Kaitlin Navarro | Katherine Marie Navarro

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.
COMPASS BANK POSITION: Employee NATURE: Commercial Bank INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2017 ADDRESS: 15 South 20th Street, Birmingham AL 35233 DESCRIPTION: Compass Bank is an affiliate of BBVA Securities Inc. and the firm conducts securities activities on bank premises pursuant to a networking arrangement. Representative is also an employee of firm's affiliate bank and is authorized to offer products of and perform services for the bank. ///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katherine Navarro Martin'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

Experience

Current

March 14, 2025 - Present

CAHABA WEALTH MANAGEMENT, INC.

Office #1: 3800 Colonnade Parkway Suite 630, Birmingham, AL 35243
RIA
CRD#: 151675
Birmingham, AL
Past

August 5, 2022 - March 14, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Vestavia Hills, AL
Past

August 4, 2022 - March 14, 2025

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

September 6, 2019 - July 13, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
JACKSON, MS
Past

September 6, 2019 - July 13, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
JACKSON, MS
Past

May 7, 2018 - September 4, 2019

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Birmingham, AL
Past

June 2, 2017 - September 4, 2019

BBVA SECURITIES INC.

BD
CRD#: 27060
BIRMINGHAM, AL
Past

September 21, 2016 - February 3, 2017

TRIAD ADVISORS LLC

BD
CRD#: 25803
BIRMINGHAM, AL

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".
CW
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
(3/14/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/2/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/25/2025
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/27/2024
General Securities Sales Supervisor - Options Module Examination

Current Firm

CW
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
21

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts850
AUM (Assets Under Management)$ 1,641,225,754

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

CAHABA WEALTH MANAGEMENT, INC.

CRD#: 151675Birmingham, AL 35243

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