Reggie Mobley is a registered investment advisor at Cahaba Capital, based in Birmingham, AL, with 13 years of industry experience. Reggie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 2.00% to 0.25% depending on client structure and needs. The first 12 months typically range from 2.00% to 0.50%, and subsequent 12-month periods range from 1.00% to 0.25%.
Fee Estimator
Location
Birmingham, AL
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Reggie is a partner at Highpoint Energy Partners, LLC since 2011, and a manager at Lakeview Capital since 2015, both private investment related. He spends minimal time on each of these activities.
Employment History
Current Registrations
Cahaba Capital
Previous Registrations
Harbor Light Securities, LLCBroker
Allen Douglas Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Malone Capital Managment, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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