Cah Advisors, Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 316355
· Birmingham, AL
· cacgroup.com
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ADV data as of May 06, 2026
- Regulatory AUM
- $16.1M
- Discretionary
- $16.1M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | $16.1M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Fb Solutions Group, Llc 401(k) Plan Fb Solutions Group, Llc | 2024 | |
| The Zebra 401(k) Plan Insurance Zebra, Inc. | 2024 | |
| Invisors, Llc 401(k) Profit Sharing Plan Invisors, Llc | 2024 | |
| Am Technical Solutions 401(k)/Ps Am Technical Solutions | 2024 | |
| Cathexis Investment Management, Lp 401(k) Plan Cathexis Investment Management, Lp | Houston, TX | 2024 |
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Fb Solutions Group, Llc 401(k) Plan | Fb Solutions Group, Llc | 73 | $5.8M | 01/01/2024 |
| The Zebra 401(k) Plan | Insurance Zebra, Inc. | 243 | $14.2M | 01/01/2024 |
| Invisors, Llc 401(k) Profit Sharing Plan | Invisors, Llc | 256 | $21.0M | 01/01/2024 |
| Am Technical Solutions 401(k)/Ps | Am Technical Solutions | 862 | $42.4M | 01/01/2024 |
| Cathexis Investment Management, Lp 401(k) Plan | Cathexis Investment Management, Lp | 124 | $9.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
Custody
Reported custodians
- Empower Trust Co $12.2M (76% of AUM) May 2026
- Lincoln Trust Company $4.0M (24% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗