Cassia Capital Partners LLC

RIASEC Registered
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$438K
Accounts
573
Employees
5
Advisory reps
4

Firm details

Headquarters
Winston Salem, North Carolina
CRD number
159911
Registered since
July 15, 2020
Website
www.cassiacapitalpartners.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.97%
  • Individuals15.45%
  • Charitable Organizations4.74%
  • Corporations / Businesses3.84%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cassia Capital Partners LLC is an independent, SEC-registered investment adviser (registered in 2020) organized as a limited liability company. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 10%, US Government Bonds 5%, State & Local Bonds 3%, Private Funds 1%, Cash & Cash Equivalents 1%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds10%
  • US Government Bonds5%
  • State & Local Bonds3%
  • Private Funds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 27

Active vs passive

$170M in ETFs

Passive

74%

$126M

Active

26%

$44.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV)BlackRockPassiveLarge Blend$23.5M240,91913.81%
Unlock additional holdings →

Location

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Forsyth
Address
1144 W 4th St
Time zone
ET (UTC-5)
Office locations

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