| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Dewey Barham Control | Managing Partner And Chief Compliance Officer | 25-50% | 2013 |
| James R Helvey Control | Managing Partner And Chief Investment Officer | Under 5% | 2013 |
| James R Helvey III LLC Control | Member | Over 75% | 2014 |
Cassia Capital Partners LLC reports $206 million in regulatory assets under management on its Form ADV.
Cassia Capital Partners LLC reports 5 employees.
Cassia Capital Partners LLC is based in Winston Salem, NC and has been SEC-registered since 2020.
Cassia Capital Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1144 West Fourth Street, Suite 200, Winston Salem, NC 27101 |
| Phone | (336) 723-4585 |
| Fax | (336) 631-9377 |
| Office hours | 9:00a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1844897 |
| Discloses disciplinary history | No |
| Discretionary | $206M |
| Non-discretionary | $0 |
| Total (RAUM) | $206M |