Cassia Capital Partners LLC

Cassia Capital Partners LLC (CRD# 159911) is a financial advisory firm headquartered in Winston Salem, NC. They manage $38,995,417 in 122 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $319,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Cassia Capital Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles D. Barham
CRD#: 4157445
1144 West Fourth Street, Suite 200, Winston Salem, NC 27101
96
Wealthminder
score

Charles Barham (CRD# 4157445) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 16 years of experience in the finance industry. Charles Barham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James R. Helvey
CRD#: 5156968
1144 West Fourth Street, Suite 200, Winston Salem, NC 27101
90
Wealthminder
score

James Helvey (CRD# 5156968) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 5 years of experience in the finance industry.

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