CRD: 159911
Cassia Capital Partners LLC
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- Custodian
- JP Morgan · Pershing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Ridge waveRadial
- Established Date
- 01-09-2012
- Office Locations
- 1
Office Locations
About Cassia Capital Partners LLC
Cassia Capital Partners is a Winston-Salem, NC RIA led by CIO Jay Helvey and partner/CCO (CFP) Charlie Barham. The firm provides wealth management and financial planning for individuals and entrepreneurs, with portfolio construction centered on asset allocation and risk management. Client portfolios are ETF-heavy (majority of reported SMA assets), with mutual funds and selective alternatives; supports SRI where appropriate and custody includes Pershing.
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Owner & Executives
CHARLES DEWEY BARHAM III
Chief Compliance Officer, Managing Partner
- CRD
- #4157445
- Ownership
- 25% but less than 50%
JAMES RELEFORD HELVEY
Chief Investment Officer, Director, Managing Partner
- CRD
- #5156968
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Benjamin Parker Haynes
--
- CRD
- #8029837
ANDREW ROBERT MILLER
Advisor
- CRD
- #7151860
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,207,843 | $438,408 |
| Non-Discretionary | $0 | -- |
| Total | $251,207,843 | $438,408 |
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Separately Managed Accounts
Total SMA Asset: $251,207,843
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $602,710,869 | 15.4% |
| Public Funds | $242,649,830 | 6.2% |
| U.S. Government/Agency | $1,013,650,097 | 25.9% |
| Equity - OTC | $532,264,144 | 13.6% |
| Municipal Bonds | $731,863,198 | 18.7% |
| Cash | $790,568,802 | 20.2% |
| Total | $3,913,706,940 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL DELTA | CATALYST PRIME | TE7M88TU0 | PLP | 9.67% | $61,246,992 |
| MOMENTUM INSIGHT | ALPHA SIGNAL | LHUSI5ORP | OBBB | 6.31% | $63,285,201 |
| UNISON FOUNDATION CAPITAL | HORIZON MATRIX | CXTFA70H2 | JWIZE | 5.44% | $3,668,959 |
| EMBER VERTEX ZENITH | WAVE TIMBER | Z3EOF9VMU | UYYHT | 10.85% | $32,999,819 |
| QUANTUM FOUNDATION | PIONEER MOMENTUM | BKQ40AAZ0 | KOU | 8.73% | $100,392,721 |
| VERTEX ATLAS | PATHWAY DELTA | 8BP9SSPZP | QZQ | 2.30% | $57,264,142 |
| BEACON ELEMENT | VERTEX PEAK | A72RZ4Q8P | LELH | 2.63% | $114,921,581 |
| OPTIMA UNISON | TIMBER WAVE | O1JLFWKXU | IBSMR | 3.96% | $22,368,303 |