Circa Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$82,067,698
Clients
59
Advisors
2
of 2 employees
About
Circa Capital primarily serves individual investors, including high‑net‑worth clients, and also provides advisory services to institutions such as corporate pension and profit‑sharing plans. The firm offers financial planning, discretionary portfolio management, and project‑based consulting and, as of December 31, 2025, managed about $83.6 million across roughly 59 client relationships with two investment professionals.
Portfolio construction relies on fundamental analysis with a long‑term, quality‑and‑value orientation and typically concentrates portfolios in roughly 25 to 50 stocks to reflect high‑conviction ideas. The firm also employs short‑term trades, margin where appropriate, and hedging techniques (including options in qualifying accounts) and provides discretionary management tailored to each client’s objectives and written restrictions.
Circa Capital provides additional client reports and educational materials and distributes periodic client communications (newsletters/periodicals), a practice the brochure highlights as relatively uncommon among peers. The firm also discloses that one adviser maintains a separate role with an unaffiliated registered adviser that develops model portfolios and performs account‑level trading outside Circa Capital’s supervision, and both principals hold CFA charters and have experience managing concentrated‑position risk.
Client services
Expertise
Fee options
$400 per hour for financial planning and consulting
Account minimum: $50,000 Minimum fee: Minimum annual fee may apply, amount not specified Fee-only: Financial planning and consulting charged at $400 per hour
Main office
8000 Avalon Blvd, Suite 100
Alpharetta GA 30009
Advisors at this office
2
Most active in
Georgia · Massachusetts · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Travis R
CFA®, Series 63
Alpharetta, GA
Circa Capital, LLC
Travis Raish is a CFA® charterholder with 24 years of industry experience. He is a partner and portfolio manager at Circa Capital, LLC, where he has worked since 2011. Raish also serves as Chief Investment Officer at Wealth With No Regrets, a position he has held since 2017. Prior to these roles, he worked at Fiduciary Financial Group from 2019 to 2021. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm emphasizes fundamental analysis with a long-term, quality-and-value approach, managing concentrated portfolios and employing strategies that include short-term trades, margin, and hedging techniques tailored to client objectives.
Stephen D
CFA®
Alpharetta, GA
Circa Capital, LLC
Stephen Davenport is a CFA charterholder with nine years of experience in the financial industry. He is currently an advisor at Circa Capital, LLC, where he has worked since 2021. His prior roles include positions at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and SunTrust Bank. Circa Capital, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to high-net-worth individuals and their trusts, estates, and retirement accounts. The firm emphasizes fundamental analysis and a long-term investment philosophy focused on quality and value, managing portfolios typically consisting of 25 to 50 equity positions with the potential use of hedging strategies.
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