Benjamin Parker Haynes
Investment adviser representative at Cassia Capital Partners LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Cassia Capital Partners LLCJun 2025 to now
- Cannon Wealth ManagementDec 2024 to Jun 2025
- Inmar IntelligenceAug 2024 to Dec 2024
- Icon PicJan 2022 to Aug 2024
- Trinity United Methodist ChurchJul 2020 to Jan 2022
- St. Timothy United Methodist ChurchJul 2018 to Jun 2020
- Myers Park United Methodist ChurchJul 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8029837
- Firm CRD
- 159911