Cassia Capital Partners LLC
Cassia Capital Partners LLC is an SEC-registered wealth manager in Winston Salem, NC with $251.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Cassia Capital Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159911, SEC 801-119057, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $251.2M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Winston Salem, NC
- Employees
- 5
- Clients
- 186
- CRD
- 159911
- Ownership
- HELVEY, JAMES, R; JAMES R HELVEY III LLC; BARHAM, CHARLES, DEWEY
How much AUM does Cassia Capital Partners LLC have?
Cassia Capital Partners LLC reported $251.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Cassia Capital Partners LLC?
Disclosed owners and executives of Cassia Capital Partners LLC include HELVEY, JAMES, R, JAMES R HELVEY III LLC, BARHAM, CHARLES, DEWEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.