Cassia Capital Partners LLC

CRD 159911 · Winston Salem, NC · $251.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 159911
SEC number: 801-119057
Firm type: RIA
Assets under management: $251.2M as of Feb 13, 2026
Website: www.cassiacapitalpartners.com ↗
Phone: (336) 723-4585
Address: 1144 West Fourth Street, Winston Salem, NC, 27101

Advisors at this firm

4 in our index · page 1 of 1

Charles Dewey BarhamCRD 4157445 · Winston Salem, NC

IA Registered
James Releford HelveyCRD 5156968 · Winston Salem, NC

IA Registered
Benjamin Parker HaynesCRD 8029837 · Winston Salem, NC

IA Registered
Andrew Robert MillerCRD 7151860 · Winston Salem, NC

IA Registered

Source & corrections

Where this page comes from

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