CASSIA CAPITAL PARTNERS LLC
CRD #159911 SEC #801-119057 WINSTON SALEM, NC (336) 723-4585
SEC Registered
Total AUM
$206M
Discretionary
$206M
Employees
5
Clients
10
Accounts
496
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $206M | $206M | $0 | 5 | 0 |
| Jan 2025 | $206M | $206M | $0 | 5 | 0 |
| Nov 2024 | $194.2M | $194.2M | $0 | 5 | 0 |
| Oct 2024 | $194.2M | $194.2M | $0 | 5 | 0 |
| Feb 2024 | $194.2M | $194.2M | $0 | 5 | 0 |
| Feb 2023 | $184.5M | $184.5M | $0 | 5 | 0 |
| Oct 2022 | $164.1M | $164.1M | $0 | 4 | 0 |
| Aug 2022 | $164.1M | $164.1M | $0 | 4 | 0 |
| Feb 2022 | $164.1M | $164.1M | $0 | 4 | 0 |
| Oct 2021 | $132.9M | $132.9M | $0 | 4 | 0 |
| May 2021 | $132.9M | $132.9M | $0 | 4 | 0 |
| Jan 2021 | $132.9M | $132.9M | $0 | 4 | 0 |
| Dec 2020 | $110.2M | $110.2M | $0 | 4 | 0 |
| Jul 2020 | $110.2M | $110.2M | $0 | 4 | 0 |
| Jun 2020 | $110.2M | $110.2M | $0 | 4 | 0 |
DateJul 2025
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients0