# Cassia Capital Partners LLC

> 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.

- CRD: 159911
- Filed as: CASSIA CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winston Salem, NC
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159911
- AdvisorCensus page: https://advisorcensus.com/firm/cassia-capital-partners-llc-winston-salem-nc-159911

## Quick answers

**How is Cassia Capital Partners LLC compensated?**
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).

**How much does Cassia Capital Partners LLC charge?**
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.

**Where is Cassia Capital Partners LLC located?**
Cassia Capital Partners LLC's principal office is in Winston Salem, NC, according to its Form ADV.

**Is Cassia Capital Partners LLC registered with the SEC or a state?**
Cassia Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 159911.

**How much does Cassia Capital Partners LLC manage?**
Cassia Capital Partners LLC reports $251,207,843 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have Cassia Capital Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cassia Capital Partners LLC serve?**
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).

**Which custodians does Cassia Capital Partners LLC use?**
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.

**Does Cassia Capital Partners LLC report any disciplinary disclosures?**
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

**Does Cassia Capital Partners LLC state an account minimum?**
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."

**What changed in Cassia Capital Partners LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $325 an hour (financial consulting services)

> Cassia offers financial consulting services at an hourly rate of $325 or based on a fixed fee per engagement, payable in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $251,207,843
- Discretionary: $251,207,843
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $38,801,609 |
| High net worth individuals | 82 | $190,839,144 |
| Charitable organizations | 8 | $11,916,840 |
| Corporations or other businesses not listed above | Fewer than 5 | $9,650,250 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cassiacapitalpartners.com
- Facebook @cassiacapitalpartners
- LinkedIn @28129151

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,884,742 | 4 | October 1, 2021 |
| October 2022 | $164,123,645 | 4 | August 10, 2022 |
| October 2023 | $184,474,020 | 5 | February 6, 2023 |
| October 2024 | $194,185,860 | 5 | February 7, 2024 |
| October 2025 | $205,995,647 | 5 | July 1, 2025 |
| October 2026 | $251,207,843 | 5 | February 13, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $205,995,647 to $251,207,843 (+22%).
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cassia Capital Partners LLC (CRD 159911): Form ADV filing data as of October 2026.