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
Cahaba Capital Advisors provides investment advice to private funds and charges an annual fee based on the amount of assets or investments consulted upon. The fee ranges from 2.00% to 0.5% during the first 12 months and 1% to 0.25% in subsequent years, depending on the client's needs and structure. Fees are charged in arrears, typically quarterly. The specific fee schedule and payment terms are detailed in the Investment Advisory Agreement.
Location
Birmingham, AL
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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.