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).
Total Assets Under Management39MILLION
Total Number of Accounts122ACCOUNTS
Average Account Value$319,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Charles Barham (CRD# 4157445) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 17 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.
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.