James Helvey
Cassia Capital Partners · Winston Salem, North Carolina
James Helvey is a fee-only financial advisor at Cassia Capital Partners in Winston Salem, North Carolina. Cassia Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Executives
- Founders
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 | $251.2M across 573 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 5156968 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cassiacapitalpartners.com |
How James's firm compares
- Cassia Capital Partners's average account is about $438,000, from its Form ADV (assets managed divided by 573 accounts).
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Questions about James
Is James Helvey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Cassia Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Helvey based?
James Helvey is based in Winston Salem, North Carolina.
Is James Helvey registered with the SEC?
Yes. James Helvey is registered as an investment adviser representative in NC and TX (CRD 5156968), 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 James Helvey?
Through James's website, www.cassiacapitalpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Cassia Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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