Investment adviser · CRD 159911

CASSIA CAPITAL PARTNERS LLC

Investment adviser filing (IA)

WINSTON SALEM, NC, United States · Form ADV filed Feb 13, 2026

Regulatory AUM
$251M
Form ADV · Item 5.F
Client accounts
573
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals82$190,839,14476.0%
Individuals96$38,801,60915.4%
Charities8$11,916,8404.7%
Corporations & businessesFewer than 5$9,650,2503.8%
Filing source

Form ADV 2052673 · Feb 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 13, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1144 WEST FOURTH STREET, SUITE 200
WINSTON SALEM, NC, 27101, United States

CRD 159911

Filing source

Form ADV 2052673 · Feb 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.