CASSIA CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2020
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 registered investment adviser organized as an LLC and first registered in 2020. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. The firm does not self-identify as an active ESG investor and is not designated 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%

Contacts

3 of 4

  • ANDREW MILLER

    AdvisorCRD 7151860

  • Benjamin Haynes

    Financial AdvisorCRD 8029837

  • CHARLES BARHAM

    PartnerCRD 4157445

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$160M in ETFs

Passive

73%

$117M

Active

27%

$42.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV)BlackRockPassiveLarge Blend$22.2M239,01913.85%
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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth