Cassia Capital Partners LLC
● SEC registered since 2020CRD 159911SEC# 801-119057Winston Salem, NC
Reg. AUM
$251.2M
Employees
5
Accounts
573
Location
Winston Salem, NC
Cassia Capital Partners LLC assets under management
Cassia Capital Partners LLC is a registered investment adviser overseen by the SEC based in Winston Salem, NC. The firm has been registered since 2020. It reports $251.2 million in regulatory assets under management and employs 5 people.
Cassia Capital Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Dewey Barham Control | Managing Partner And Chief Compliance Officer | 25-50% | 2013 |
| James R Helvey Control | Managing Partner And Chief Investment Officer | Under 5% | 2013 |
| James R Helvey III LLC Control | Member | Over 75% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Cassia Capital Partners LLC manage?
Cassia Capital Partners LLC reports $251.2 million in regulatory assets under management on its Form ADV.
How many employees does Cassia Capital Partners LLC have?
Cassia Capital Partners LLC reports 5 employees.
Where is Cassia Capital Partners LLC located?
Cassia Capital Partners LLC is based in Winston Salem, NC and has been SEC-registered since 2020.
Does Cassia Capital Partners LLC disclose fund performance?
Cassia Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1144 West Fourth Street, Suite 200, Winston Salem, NC 27101 |
| Phone | (336) 723-4585 |
| Fax | (336) 631-9377 |
| Office hours | 9:00a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1844897 |
| Discloses disciplinary history | No |
Regulatory AUM
$251.2M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$251.2Mregulatory AUM
Discretionary $251.2M