Cassia Capital Partners

What Cassia Capital Partners does

Cassia Capital Partners LLC is an independent, fee-only Registered Investment Advisor (RIA) founded in 2011 and headquartered in Winston-Salem, North Carolina. The firm delivers investment advisory services and strategic financial planning to four customer segments: high net worth individuals (primary), institutional investors, foundations, and other registered investment advisors served on a sub-advisory basis. Its core product is a liquid, diversified, multi-asset class portfolio constructed through a 'clearly defined, disciplined, and repeatable' process, with stated outcomes of approximately 40% less portfolio risk than all-equity benchmarks and targeted annualized returns in the 5%-8% range. Complementary offerings include periodic risk-adjusted performance reporting and quarterly Market Outlook newsletters.

The operating technology stack is built entirely on third-party infrastructure: Pershing provides custodial and account services, YHL Soft powers the branded Cassia Portal used for secure client communications and account access, and the firm files under standard SEC RIA disclosure (Form ADV Part 2A, Client Relationship Summary) with multi-state licensure enabling national service from a single North Carolina base. The firm holds no proprietary technology assets, patents, trademarks, or AI/ML capabilities in the disclosed record.

The business model is recurring fee-only advisory revenue, billed annually, derived from assets under management. Distribution is direct via the five-person advisory team (CIO/Partner Jay Helvey, CCO/Partner Charlie Barham, CFP®, VP Andrew Miller CFA, Parker Haynes, and Client Service Manager Jane Harper) supplemented by a B2B sub-advisory channel to other RIAs. Marketing is anchored on the Market Outlook newsletter series (active since 2018). The firm is privately held by its partners, with no parent company, institutional investors, or external funding identified in the input data, and operates with 1-10 total employees.

Name

Cassia Capital Partners

Legal name

Cassia Capital Partners LLC

Website

https://cassiacapitalpartners.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Cassia Capital Partners is an independent, fee-only Registered Investment Advisor based in Winston-Salem, NC, providing multi-asset class portfolio management, financial planning, and sub-advisory services to high net worth individuals, institutions, foundations, and other RIAs nationally.

Ownership category

akta.pro rank

Headquarters

HQ city

Winston Salem

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Fees: As a fee-only registered investment advisor (RIA), Cassia Capital Partners generates revenue through investment advisory fees, likely based on assets under management (AUM). The firm provides investment advisory and related services for clients nationally and renders individualized responses after complying with all regulatory requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Cassia Capital Partners provides fee-only registered investment advisory and financial planning services to individuals, institutions, foundations, and other investment advisors. The firm builds thoughtfully constructed, liquid, and diversified multi-asset class portfolios managed through a disciplined, repeatable process with periodic risk-adjusted performance reporting, supported by a client portal and quarterly Market Outlook newsletters.

Product overview

Cassia Capital Partners is an independent, privately-owned Registered Investment Advisor based in Winston-Salem, NC, offering a unified financial advisory platform. The core offering consists of investment advisory services and strategic financial planning, delivered through thoughtfully constructed, liquid, and diversified investment portfolios. The platform is supported by complementary modules including periodic risk-adjusted performance reporting and quarterly Market Outlook newsletters that provide economic analysis. Clients access accounts through the Cassia Portal. The firm serves individuals, institutions, foundations, and other investment advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Discretionary investment advisory service providing thoughtfully constructed, liquid, and diversified multi-asset class portfolios for individuals, institutions, foundations, and other investment advisors. Delivered through a disciplined, repeatable process with periodic risk-adjusted performance reporting.
• Financial Planning Strategic financial planning service aimed at helping clients achieve their financial objectives through prudent investment allocations and goal-aligned portfolio construction.
• Cassia Portal Client login portal (powered by YHL Soft) that gives clients secure access to account information, documents, and investment reports via https://main.yhlsoft.com/auth/users/webportal/ccpportal.

Quantifiable outcome

• Core strategies typically have 40% less risk than all equity investment portfolios
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and supporting.

• PershingcoreTechnology or IntegrationPershing provides custodial platform services for client accounts. Cassia Capital Partners offers clients direct access to Pershing through investor.pershing.com for account management and reporting.
• YHL SoftsupportingTechnology or IntegrationYHL Soft provides the Cassia Portal technology platform used by the firm for secure client communications, relationship management, and account access.
• SEC (Registered Investment Advisor)coreOthersCassia Capital Partners LLC is registered with the SEC as a Registered Investment Advisor (RIA) and maintains all applicable registrations and licenses as required by the various states in which it conducts business.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Savant Wealth Management: Mid-size fee-only RIA offering investment advisory and financial planning to individuals and institutions, with similar service mix including foundation endowment work.
• Fisher Investments: Large independent fee-only RIA serving HNW individuals, foundations, and institutions with actively managed multi-asset portfolios — directly comparable business model, fee structure, and target client segments to Cassia.
• Ballast Rock Private Wealth: Mid-size fee-only RIA providing discretionary portfolio management and financial planning to HNW individuals and institutions with a similarly disciplined multi-asset approach.
• Buckingham Strategic Wealth: Fee-only RIA providing portfolio management and financial planning to HNW individuals, with a similar evidence-based, risk-managed investment approach and recurring AUM-based fee model.
• Beacon Pointe Advisors: Multi-office fee-only RIA serving HNW individuals, families, foundations, and endowments with discretionary portfolio management — directly comparable client segments and fiduciary service model.

Broad incumbents

• Edelman Financial Engines: Large national RIA combining traditional advisor-led wealth management with a digital advice platform; comparable target segments of HNW individuals and institutional clients with broader scale.
• Commonwealth Financial Network: Large IBD and RIA support platform providing technology, custody, and practice-management services to affiliated advisors; comparable to Cassia's distribution approach via the advisor/sub-advisory channel.
• Carson Group: Large RIA platform that supports affiliated advisors and provides sub-advisory and portfolio construction resources to other advisory firms — overlapping Cassia's RIA sub-advisory channel.
• Creative Planning: Large national fee-only RIA offering investment advisory, financial planning, and tax services to HNW and institutional clients; broader service portfolio but the same core recurring-AUM business model.
• Mariner Wealth Advisors: National RIA serving HNW individuals, families, foundations, and institutions with comprehensive wealth advisory; comparable client mix and fee model at significantly larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cassia-capital-partners-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cassia Capital Partners