James R Helvey
Managing Partner And Chief Investment OfficerCassia Capital Partners LLCCRD 5156968
About James R Helvey
James R Helvey is listed as Managing Partner And Chief Investment Officer at Cassia Capital Partners LLC in Winston Salem, NC. Form ADV reports a beneficial ownership band of Under 5%. James R Helvey is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Cassia Capital Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James R Helvey work?
James R Helvey is listed as Managing Partner And Chief Investment Officer at Cassia Capital Partners LLC on SEC Form ADV.
How much of Cassia Capital Partners LLC does James R Helvey own?
Form ADV reports a beneficial ownership band of Under 5%.
Cassia Capital Partners LLC
| Title | Managing Partner And Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
Cassia Capital Partners LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2014 |