Robert C. Eifert

CAHABA WEALTH MANAGEMENT

BIRMINGHAM, AL 35243

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CRD#: 6874768

Professional summary

Robert Charles Eifert, CFP®, who also goes by Robert Eifert, is a registered financial advisor currently at CAHABA WEALTH MANAGEMENT, INC. located in Birmingham, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Eifert

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Eifert'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

August 18, 2020 - Present

CAHABA WEALTH MANAGEMENT, INC.

Office #1: 3800 Colonnade Parkway Suite 630, Birmingham, AL 35243

RIA

CRD#: 151675

BIRMINGHAM, AL

Past

November 20, 2017 - March 13, 2020

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

WESTLAKE, TX

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
(8/18/2020)

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: 8/7/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2017

General Securities Representative 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

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.

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Robert C. Eifert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Eifert's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAHABA WEALTH MANAGEMENT, INC.

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

CAHABA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2020

Series 63

Date: 12/22/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2017

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.

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