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Charles Dewey Barham

Cassia Capital Partners LLC

Winston Salem, NC

CRD 4157445

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Employer firm

Cassia Capital Partners LLC CRD 159911

$251M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cassia Capital Partners Llc

1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-06-06
NC RA APPROVED 2013-08-27
  • TX RA
    APPROVED_RES
    Since 2019-06-06
  • NC RA
    APPROVED
    Since 2013-08-27

Branch Locations

1144 West Fourth Street Suite 200, Winston Salem, NC 27101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cassia Capital Partners Llc Winston-Salem NC 07/2013 Present
Previous Registrations
Other Businesses

PARTNER JC3 LLC, Winston Salem, NC 27101, PARTNERSHIP IS INVOLVED IN MULTI-TENANT OFFICE SPACE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-15
S63 Uniform Securities Agent State Law Examination 2000-08-07
  • S66 Uniform Combined State Law Examination
    2011-03-15
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07
Designations
  • Certified Financial Planner
Other Names
  • Charles Dewey Barham Iii
  • Charles Dewey Barham
  • Charles Dewey Barham

View on SEC IAPD

Nearby Firms

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LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

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