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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CASSIA CAPITAL PARTNERS LLC

CRD 159911

WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7892632f-7421-c1af-eefb-f3f83d5f2cbe

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jun 15, 2020 to Feb 13, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $251MItem 5.F on the latest filing (2026-02-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $251M
Private client RAUM: $230MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $62.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 573
Individual clients: 96
High net worth clients: 82
SEC number: 801-119057
CIK: 1844897
CRD: 159911
Filings on the tape: 16
First filed: Jun 15, 2020
Latest filed: Feb 13, 2026
Organised: Limited Liability Company, DE
Website: cassiacapitalpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES RELEFORD HELVEY	n/a	WINSTON SALEM, NC	14	14	n/a	no
CHARLES DEWEY BARHAM	Certified Financial Planner	WINSTON SALEM, NC	13	26	1	no
ANDREW ROBERT MILLER	Chartered Financial Analyst	WINSTON SALEM, NC	6	12	n/a	no
Benjamin Parker Haynes	n/a	WINSTON SALEM, NC	1	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARHAM, CHARLES, DEWEY	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	C	yes	07/2013	Jun 15, 2020	Nov 1, 2024
HELVEY, JAMES, R	MANAGING MEMBER	E	yes	02/2014	Jun 15, 2020	Nov 1, 2024
HELVEY, JAMES, R	MANAGING PARTNER AND CHIEF INVESTMENT OFFICER	Na	yes	07/2013	Jun 15, 2020	Nov 1, 2024
JAMES R HELVEY III LLC	Member	E	yes	04/2014	Jun 15, 2020	Nov 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 13, 2026	$251M	$251M	5	4	n/a	n/a
2024	Jan 16, 2025	$206M	$206M	5	3	n/a	n/a
2023	Feb 7, 2024	$194M	$194M	5	3	n/a	n/a
2022	Feb 6, 2023	$184M	$184M	5	3	n/a	n/a
2021	Feb 18, 2022	$164M	$164M	4	3	n/a	n/a
2020	Jan 28, 2021	$133M	$133M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$251M	$206M	21.9%	$184M	10.8%	5	5	0	0

Relationships

Registered with (5)

← Benjamin Parker HaynesAdvisorregistration: current employment
Jun 23, 2025 to presentfactForm ADV
← ANDREW ROBERT MILLERAdvisorregistration: current employment
Sep 27, 2019 to presentfactForm ADV
← CHARLES DEWEY BARHAMAdvisorregistration: current employment
Aug 27, 2013 to presentfactForm ADV
← JAMES RELEFORD HELVEYAdvisorregistration: current employment
Jan 9, 2012 to presentfactForm ADV
← HEATH ADAM FLOCKAdvisorregistration: previous registration
Jan 31, 2012 to Aug 14, 2014factForm ADV

Controls (3)

← BARHAM, CHARLES, DEWEYOwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 15, 2020 to Nov 1, 2024factForm ADV
← HELVEY, JAMES, ROwnerMANAGING MEMBER, ownership code E, individual
Jun 15, 2020 to Nov 1, 2024factForm ADV
← JAMES R HELVEY III LLCOwnerMEMBER, ownership code E, domestic entity
Jun 15, 2020 to Nov 1, 2024factForm ADV

Dated events

Occurred
Jun 15, 2020
First Form ADV filing
Cassia Capital Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7892632f-7421-c1af-eefb-f3f83d5f2cbe
First observed: Jun 15, 2020
Last observed: Feb 13, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CASSIA CAPITAL PARTNERS LLC

CRD 159911

WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7892632f-7421-c1af-eefb-f3f83d5f2cbe

Data as of Feb 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES RELEFORD HELVEY

n/a

WINSTON SALEM, NC

n/a

CHARLES DEWEY BARHAM

Certified Financial Planner

WINSTON SALEM, NC

ANDREW ROBERT MILLER

Chartered Financial Analyst

WINSTON SALEM, NC

n/a

Benjamin Parker Haynes

n/a

WINSTON SALEM, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARHAM, CHARLES, DEWEY

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

07/2013

Jun 15, 2020

Nov 1, 2024

HELVEY, JAMES, R

MANAGING MEMBER

yes

02/2014

Jun 15, 2020

Nov 1, 2024

HELVEY, JAMES, R

MANAGING PARTNER AND CHIEF INVESTMENT OFFICER

yes

07/2013

Jun 15, 2020

Nov 1, 2024

JAMES R HELVEY III LLC

Member

yes

04/2014

Jun 15, 2020

Nov 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$251M

n/a

2024

Jan 16, 2025

$206M

n/a

2023

Feb 7, 2024

$194M

n/a

2022

Feb 6, 2023

$184M

n/a

2021

Feb 18, 2022

$164M

n/a

2020

Jan 28, 2021

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$251M

$206M

21.9%

$184M

10.8%