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| Happy Holidays!! thanks for using AUM13F!! |
| Cassia Capital Partners LLC
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|---|---|
| CRD # | 159911 |
| SEC # | 801-119057 |
| CIK # | 0001844897 |
| AUM | $206.0 M (2025-07-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 336-723-4585 |
| Address | 1144 West Fourth Street Winston Salem, NC 27101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.5 | ||
| Microsoft Corp | 2.3 | ||
| Apple Inc | 2.1 | ||
| Nvidia Corp | 1.7 | ||
| Netflix Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Cisco Systems Inc | 1.5 | ||
| Broadcom Inc | 1.5 | ||
| Facebook Inc | 1.5 | ||
| AT&T Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 49.1 |
| (b) Individuals (high net worth individuals) | 63 | 139.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 9.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 496 | 206.0 |
| By Discretionary | ||
| Discretionary | 496 | 206.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 496 | 206.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.0 | |
| Total | 496 | 206.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844897] |
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