CASSIA CAPITAL PARTNERS LLC of WINSTON SALEM, NC is an SEC-registered investment adviser (CRD 159911). Regulatory assets under management: $251.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |