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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| HELVEY, JAMES, R | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| JAMES R HELVEY III LLC | DE | MEMBER | E | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BARHAM, CHARLES, DEWEY | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
| HELVEY, JAMES, R | I | JAMES R HELVEY III LLC | E | Control |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (5)
FL NC SC TX VA
Address
1144 WEST FOURTH STREETSUITE 200
WINSTON SALEM, NC 27101
United States
Phone: (336) 723-4585