Cassia Capital Partners LLC

Cassia Capital Partners LLC is a registered investment advisor based in Winston Salem, NC, established in October 2011. The firm specializes in offering investment management, financial consulting, and related advisory services to individuals, high net worth individuals, trusts, estates, endowments, foundations, and business entities. The firm operates as a Limited Liability Company (LLC) and is owned and operated by James R. Helvey III and Charles D. Barham III. Cassia acts as a fiduciary to its clients, providing customized discretionary investment management solutions primarily focused on long-term investment goals. The firm's investment strategy includes constructing portfolios using exchange-traded funds (ETFs), mutual funds, hedge funds, and private equity investments tailored to meet clients' objectives. Cassia may also utilize individual stocks and bonds based on clients' needs. The firm offers portfolio management services, advisory-only investment services for institutional clients, sub-advisory services, and consulting services. Clients can place reasonable restrictions on the types of investments in their portfolios, subject to the advisor's acceptance. Cassia's fee structure for advisory services is based on a percentage of assets under management, ranging from 1.00% to 0.50%, with certain clients offered a flat fixed rate. The firm does not participate in performance-based fees or soft dollar programs. Clients' accounts are reviewed at least annually, and the firm does not have discretionary authority to select the broker-dealer/custodian for custody and execution services. The firm's team includes James R. Helvey III, Charles D. Barham III, and Andrew R. Miller, who serve as Managing Partners and Financial Advisor, respectively. The team is committed to providing transparent and ethical services to clients, with a focus on safeguarding clients' personal information and maintaining a fiduciary standard of care.