Cahaba Capital

Fee-Only (% of Portfolio)

Cahaba Capital Advisors (CCA) offers investment advice solely to private funds. CCA assists these funds in evaluating investment opportunities and provides recommendations based on their investment objectives. CCA's services are non-discretionary, meaning the private funds make the final investment decisions. Reggie D. Mobley is the owner and provides all investment advice. CCA is compensated through a single, comprehensive fee based on the value of the private fund's assets.

Assets Under Management$22M
Clients1
Advisors1
Avg. per Client$22M
Avg. per Advisor$22M

Fee Structure

Investment management only (planning not offered)

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.

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Location

1 Advisors at this firm