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James R Helvey

Managing Partner And Chief Investment OfficerCassia Capital Partners LLCCRD 5156968

About James R Helvey

James R Helvey is listed as Managing Partner And Chief Investment Officer at Cassia Capital Partners LLC in Winston Salem, NC. Form ADV reports a beneficial ownership band of Under 5%. James R Helvey is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Cassia Capital Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James R Helvey work?

James R Helvey is listed as Managing Partner And Chief Investment Officer at Cassia Capital Partners LLC on SEC Form ADV.

How much of Cassia Capital Partners LLC does James R Helvey own?

Form ADV reports a beneficial ownership band of Under 5%.

Cassia Capital Partners LLC

TitleManaging Partner And Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2013
View Cassia Capital Partners LLC →

Cassia Capital Partners LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2014
View Cassia Capital Partners LLC →