{
  "crd_number": 159911,
  "slug": "cassia-capital-partners-llc-winston-salem-nc-159911",
  "primary_business_name": "CASSIA CAPITAL PARTNERS LLC",
  "legal_name": "CASSIA CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Winston Salem",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "49180",
  "metro": {
    "cbsa_code": "49180",
    "common_name": "Winston-Salem",
    "msa_name": "Winston-Salem, NC",
    "path": "/advisors/nc/winston-salem"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-07-15",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-13",
  "carried_forward": false,
  "raum_total": 251207843.0,
  "raum_discretionary": 251207843.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 11916840.0,
      "count": 8
    },
    "individuals": {
      "raum": 38801609.0,
      "count": 96
    },
    "high_net_worth_individuals": {
      "raum": 190839144.0,
      "count": 82
    },
    "corporations_other_businesses": {
      "raum": 9650250.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://cassiacapitalpartners.com",
    "https://facebook.com/cassiacapitalpartners",
    "https://linkedin.com/COMPANY/28129151"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159911",
  "city_as_filed": "WINSTON SALEM",
  "url": "https://advisorcensus.com/firm/cassia-capital-partners-llc-winston-salem-nc-159911",
  "display_name": "Cassia Capital Partners LLC",
  "summary": "Cassia Capital Partners LLC is an SEC-registered investment advisory firm in Winston Salem, NC, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.",
  "citation": "AdvisorCensus. Cassia Capital Partners LLC (CRD 159911): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Cassia Capital Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cassia Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Cassia Capital Partners LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 13, 2026 states: Hourly rate: $325 an hour (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cassia Capital Partners LLC located?",
      "a": "Cassia Capital Partners LLC's principal office is in Winston Salem, NC, according to its Form ADV."
    },
    {
      "q": "Is Cassia Capital Partners LLC registered with the SEC or a state?",
      "a": "Cassia Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 159911."
    },
    {
      "q": "How much does Cassia Capital Partners LLC manage?",
      "a": "Cassia Capital Partners LLC reports $251,207,843 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cassia Capital Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cassia Capital Partners LLC: Regulatory assets under management: $132,884,742 in the October 2021 data and $251,207,843 in the October 2026 data, up 89%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cassia Capital Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (82); charitable organizations (8)."
    },
    {
      "q": "Which custodians does Cassia Capital Partners LLC use?",
      "a": "Cassia Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cassia Capital Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159911"
    },
    {
      "q": "Does Cassia Capital Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 13, 2026 says: \"Cassia generally imposes a minimum relationship size of $250,000 for establishing an advisory relationship. The minimum relationship size may be waived at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in Cassia Capital Partners LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $205,995,647 to $251,207,843 (+22%). Employees performing advisory functions went from 3 to 4."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 132884742.0,
      "total_employees": 4,
      "filing_date": "2021-10-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 164123645.0,
      "total_employees": 4,
      "filing_date": "2022-08-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 184474020.0,
      "total_employees": 5,
      "filing_date": "2023-02-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 194185860.0,
      "total_employees": 5,
      "filing_date": "2024-02-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 205995647.0,
      "total_employees": 5,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 251207843.0,
      "total_employees": 5,
      "filing_date": "2026-02-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $205,995,647 to $251,207,843 (+22%).",
        "Employees performing advisory functions went from 3 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $325 an hour (financial consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Cassia generally imposes a minimum relationship size of $250,000 for establishing an advisory relationship. The minimum relationship size may be waived at the sole discretion of the Advisor."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $325 an hour (financial consulting services)"
        ],
        "quotes": [
          "Cassia offers financial consulting services at an hourly rate of $325 or based on a fixed fee per engagement, payable in arrears."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 325.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial consulting services"
        }
      ]
    },
    "quotes": [
      "Cassia generally imposes a minimum relationship size of $250,000 for establishing an advisory relationship. The minimum relationship size may be waived at the sole discretion of the Advisor.",
      "Cassia offers financial consulting services at an hourly rate of $325 or based on a fixed fee per engagement, payable in arrears."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cassia-capital-partners-llc-winston-salem-nc-159911.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 96,
      "fewer_than_5": false,
      "raum": 38801609.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 190839144.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 11916840.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 9650250.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159911",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}