# CASSIA CAPITAL PARTNERS LLC

CASSIA CAPITAL PARTNERS LLC of WINSTON SALEM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 159911
- Type: SEC-registered investment adviser
- SEC file number: 801-119057
- Location: 1144 WEST FOURTH STREET, SUITE 200, WINSTON SALEM, NC, 27101
- Phone: (336) 723-4585
- Latest filing: 2026-02-13
- Regulatory AUM: $251.2M
- Discretionary AUM: $251.2M
- Clients: 5
- Accounts: 573

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James R Helvey | MANAGING MEMBER; MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | — |
| Charles Dewey Barham | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| HELVEY JAMES R | MANAGING MEMBER; MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | — |
| BARHAM CHARLES DEWEY | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159911/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159911/similar
- Related entities: https://search.stillhousedata.com/firm/159911/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159911

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.