Cassia Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$229,640,753
Clients
178
Advisors
4
of 5 employees
About
Cassia Capital Partners provides discretionary investment management, financial consulting, sub‑advisory services and participant account management for individuals (including high‑net‑worth clients), trusts, endowments, foundations and business entities. The firm manages roughly $251 million in discretionary assets and serves both individual and institutional clients.
The firm typically builds customized, primarily long‑term portfolios using ETFs, mutual funds, individual stocks and bonds and, when appropriate, alternative strategies such as hedge funds, private equity and cryptocurrency ETFs; its research process emphasizes fundamental analysis supplemented by cyclical and risk‑based methods. Cassia conducts regular account reviews, may employ independent managers, and provides institutional‑style reporting — including monthly performance reports and ad‑hoc/daily summaries with benchmark comparisons — while using third‑party platforms (including Pershing and Pontera) to implement and monitor held‑away participant accounts.
Compared with many similarly sized team firms, Cassia is notable for disclosing and advertising both hypothetical performance and actual performance results and for offering advisory‑only investment services and sub‑advisory model strategies to other advisors. The combination of institutional reporting, held‑away participant management via a third‑party access platform, and willingness to include alternative and crypto exposures distinguishes its service set from many peers.
Client services
Expertise
Fee options
Certain clients may be offered a flat fixed rate up to 1.00%, paid quarterly in advance; consulting services may be fixed fee per engagement
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
$325/hour for consulting services
Account minimum: $250,000 Fee-only: Consulting services at $325/hour or a negotiated fixed fee per engagement
Main office
1144 West Fourth Street Suite 200
Winston Salem NC 27101
Advisors at this office
4
Most active in
Florida · North Carolina · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Benjamin H
Series 65
Winston Salem, NC
Cassia Capital Partners LLC
Benjamin Haynes is a financial advisor at Cassia Capital Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cassia Capital Partners in 2025, he worked at Cannon Wealth Management, Inmar Intelligence, and ICON Pic. His background also includes roles at several United Methodist Churches. Cassia Capital Partners is an SEC-registered adviser managing approximately $206 million across 167 client accounts. The firm serves individuals, trusts, estates, endowments, foundations, and business entities, offering discretionary portfolio management, financial consulting, sub-advisory/model strategies, and advisory-only services for institutional clients.
Andrew M
CFA®, Series 65
Winston Salem, NC
Cassia Capital Partners LLC
Andrew Miller is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial industry. He has worked at Cassia Capital Partners LLC since 2019 and previously at Flow Companies for one year. Cassia Capital Partners provides discretionary investment management, financial consulting, sub-advisory services, and participant account management to individuals, trusts, endowments, foundations, and business entities. The firm manages approximately $251 million in discretionary assets and focuses on customized, primarily long-term portfolios that utilize ETFs, mutual funds, stocks, bonds, and alternative strategies such as hedge funds, private equity, and cryptocurrency ETFs.
James H
Series 65
Winston Salem, NC
Cassia Capital Partners LLC
James Helvey is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cassia Capital Partners LLC since 2011. He is a partner at JC3 LLC and serves on the boards of directors for Coca-Cola Bottling Co. Consolidated and Piedmont Federal Savings Bank. Additionally, he is a member of the board of advisors for Verger Capital Management. Cassia Capital Partners is an SEC-registered advisory firm managing approximately $206 million across 167 client accounts. The firm serves individuals, trusts, estates, endowments, foundations, and business entities, offering discretionary portfolio management, financial consulting, sub-advisory services, and advisory-only solutions tailored primarily for long-term investment objectives.
Charles B
CFP®, Series 63, Series 66
Winston Salem, NC
Cassia Capital Partners LLC
Charles Barham III is a CFP® with 13 years of industry experience and has been with Cassia Capital Partners LLC since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in JC3 LLC, a partnership involved in multi-tenant office space in Winston Salem, NC. Cassia Capital Partners manages approximately $206 million across 167 client accounts, serving individuals, trusts, estates, endowments, foundations, and business entities. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides performance monitoring, sub-advisory services, and advisory-only solutions with a notable emphasis on transparency and institutional infrastructure.
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