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CASSIA CAPITAL PARTNERS LLC
CRD 159911 · SEC 801-119057
1144 WEST FOURTH STREET, SUITE 200, WINSTON SALEM, NC, 27101, United States
Phone
(336) 723-4585
Fax
(336) 631-9377
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.2M
Discretionary AUM
$251.2M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $38.8M |
| High net worth individuals | 82 | $190.8M |
| Charitable organizations | 8 | $11.9M |
States served
NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD