Travis Raish, financial advisor Cumming GA

Travis Raish

CRD Number: 2368679
Current Firm: Circa Capital, LLC
Compensation Model: Fee Only

Travis Raish (CRD# 2368679) is a wealth manager, teacher and writer.

He is founder and president of Circa Capital, a financial planning and wealth management firm in Georgia, and has 20 years of experience in professional money management.

Travis is a Chartered Financial Analyst (CFA) charterholder, a designation offered through the CFA Institute, and is a member of the Atlanta Society of Finance and Investment Professionals (ASFIP).

The advisors of Circa Capital offer complete, goals-based financial planning and wealth management services.

As a client, we show you comprehensively where you stand, we help you envision clearly where you want to go, we craft a strategy to help you achieve your goals, and we invest your portfolio with your specific goals in mind.

Our clients tend to be community and service oriented, they often have other things they would rather do with their time than watch the markets and their portfolio, and they appreciate the value we bring to their lives and knowing we are watching out for them.

Our services are well suited for those with investable assets of $1,000,000 or more. Contact us to schedule a confidential consultation, or to learn more about our process. Your brightest future awaits.

CONTACT
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Professional Designations
Company Name Location Dates Years
Fiduciary Financial Group San Rafael, CA Aug 2019 - Current 4
Wealth With No Regrets Alpharetta, GA Jan 2017 - Current 7
Circa Capital, LLC Cumming, GA Jul 2011 - Current 12
Dogwood Capital Management Cumming, GA Jan 2014 - Apr 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
Contact Info for Travis W. Raish
Phone Number: 770-500-0888
Advisor Website: http://www.circap.com
Firm Website: http://www.circap.com
Registered State(s):
  • GA
Current Firm Details
Circa Capital, LLC
Firm's CRD Number: 158694
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $1,480,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

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