Charles
Barham
Cassia Capital Partners LLC
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About this Advisor
Charles Barham is a certified financial planner who works out of Winston Salem, North Carolina with 10 years of industry experience. Barham is an employee of Cassia Capital Partners LLC. During their career, the advisor has held roles at River Oaks Community Church and Cassia Capital Partners LLC. Barham maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in North Carolina and Texas. Cassia Capital Partners LLC is an advisory firm that has its headquarters in Winston Salem, NC. It oversees $185 million in assets between its 439 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 439 accounts, 37% belong to high-net-worth clients who have more than $1 million in assets. Cassia Capital Partners LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually are based on which services are provided. Fee types charged by Cassia Capital Partners LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cassia Capital Partners LLC Brokerage Details
$184,474,020
5
439
$420,214
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Barham Work History
Charles has been registered as a financial advisor for 10 years.*
Cassia Capital Partners LLC
River Oaks Community Church
*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 Charles Barham 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
Winston Salem, NC
Winston Salem, NC
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.