James Releford Helvey
Investment adviser representative at Cassia Capital Partners LLC
15 yearsExperience
2 statesRegistered in
$251.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cassia Capital Partners LLCOct 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Cassia Capital Partners LLC
$251.2MAssets managed
186Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5156968
- Firm CRD
- 159911