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The fee is billed in advance and is negotiable.","source":"CASSIA DISCLOSURE BROCHURE, filed 13 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cassia Capital Partners use?","answer":"Cassia Capital Partners’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $247M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cassia Capital Partners have?","answer":"Cassia Capital Partners has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cassia Capital Partners invest in?","answer":"At the end of its last fiscal year, Cassia Capital Partners’ separately managed accounts held 81% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds, 2% non-exchange-traded equities, 2% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cassia Capital Partners?","answer":"Cassia Capital Partners is owned through a holding company by James Helvey. Its direct owners are Charles Barham (25% to 50%) and James R Helvey III LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cassia Capital Partners get paid?","answer":"Cassia Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cassia Capital Partners?","answer":"Cassia Capital Partners’ main office is at 1144 West Fourth Street, Suite 200, Winston Salem, NC 27101. Its phone number is 336-723-4585. 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