A complete list of active advisors currently associated with Circa Capital, LLC

Warmer can help you find a great advisor at Circa Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Circa Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.