Andrew
Miller

Cassia Capital Partners LLC

CRD#7151860
Investment Advisor
in Winston Salem, NC

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About this Advisor

Andrew Miller is a financial advisor based out of Winston Salem, North Carolina with a total of 4 years of industry experience. Miller is on the advisory team at Cassia Capital Partners LLC. Their career trajectory has included roles at Cassia Capital Partners LLC, Flow Companies, Shelly Company, Crossroads Group, The Kroger Company, Maritz Research Company and Student. Miller holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in North Carolina. Cassia Capital Partners LLC is a financial advisory business that has its headquarters in Winston Salem, NC. It controls $185 million in assets under management across its 439 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides financial advice to seven charitable organizations. Of its 439 customer accounts, 37% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cassia Capital Partners LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely depend on which services the firm provides the client. However, fees charged by Cassia Capital Partners LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1144 West Fourth Street Suite 200
Winston Salem, NC 27101

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Cassia Capital Partners LLC Brokerage Details

Total Assets Under Management

$184,474,020

NC Average: $3,625,019,099
Total Number of Employees

5

NC Average: 22
Total Number of Accounts

439

NC Average: 1,917
Average Account Size

$420,214

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Miller Work History

Andrew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cassia Capital Partners LLC

2018 - 2019 (1 year)

Flow Companies

2016 - 2016 (< 1 year)

Shelly Company

2015 - 2015 (< 1 year)

Crossroads Group

2014 - 2018 (4 years)

Student

2013 - 2014 (1 year)

Maritz Research Company

2011 - 2013 (2 years)

The Kroger Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cassia Capital Partners LLC

Charles Barham
Winston Salem, NC
Andrew Miller
Winston Salem, NC
James Helvey
Winston Salem, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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