Cassia Capital Partners LLC

Cassia Capital Partners LLC (CRD# 159911) is a financial advisory firm headquartered in Winston Salem, NC. They manage $194,185,860 in 475 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1144 West Fourth Street, Suite 200, Winston Salem, NC 27101
https://www.cassiacapitalpartners.com
By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $408,812
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC, TX, VA

Financial Advisors at Cassia Capital Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Barham, financial advisor Winston Salem NC
Charles D. Barham
CRD#: 4157445
1144 West Fourth Street, Suite 200, Winston Salem, NC 27101

Charles Barham (CRD# 4157445) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 23 years of experience in the finance industry.

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

James Helvey (CRD# 5156968) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 12 years of experience in the finance industry.

3
Andrew Miller, financial advisor Winston Salem NC
Andrew R. Miller
CRD#: 7151860
1144 West Fourth Street Suite 200, Winston Salem, NC 27101

Andrew Miller (CRD# 7151860) is an Investment Advisor Representative working at Cassia Capital Partners LLC in Winston Salem, NC and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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