CASSIA CAPITAL PARTNERS LLC
SEC RegisteredImpacting Lives Through Principled Stewardship
About the firm
Cassia Capital Partners is an independent, privately-owned company based in Winston-Salem, NC. The firm is a team of investment strategists and financial planners offering clients thoughtfully constructed, liquid, and diversified investment portfolios built to meet financial objectives. They deliver investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Prudent investment allocations and strategic financial planning, including thoughtfully constructed, liquid, and diversified investment portfolios delivered in a cost-efficient manner with periodic risk-adjusted performance reporting.
Who they serve
Individuals, institutions, foundations, and other investment advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 96 | $39M |
| High Net Worth Individuals | 82 | $191M |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASSIA CAPITAL PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.