# Charles Barham

> Charles Barham is a fee-only financial advisor at Cassia Capital Partners in Winston Salem, North Carolina, who holds the CFP credential. Cassia Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-barham/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cassia Capital Partners
- **Based in:** Winston Salem, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $251.2M across 573 accounts
- **Credentials:** CFP
- **Works with:** Executives, Founders
- **CRD:** 4157445 (https://adviserinfo.sec.gov/individual/summary/4157445)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2000), Series 66 (2011)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.cassiacapitalpartners.com

## Frequently asked questions

### Is Charles Barham a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Cassia Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Cassia Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Barham based?

Charles Barham is based in Winston Salem, North Carolina.

### What credentials does Charles Barham hold?

Charles Barham holds the CFP credential.

### Is Charles Barham registered with the SEC?

Yes. Charles Barham is registered as an investment adviser representative in NC and TX (CRD 4157445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cassia Capital Partners manage?

Cassia Capital Partners reports $251.2M across 573 accounts in assets under management.

### How do I contact Charles Barham?

Through Charles's website, www.cassiacapitalpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4157445): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cassiacapitalpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.