Circa Capital, LLC

Circa Capital, LLC (CRD# 158694) is a financial advisory firm headquartered in Cumming, GA. They manage $15,523,721 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $107,804
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Circa Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Travis W. Raish
CRD#: 2368679
410 Peachtree Parkway, Suite 4245, Cumming, GA 30041
103
Wealthminder
score

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.

2
Byron T. Wallace
CRD#: 2724029
410 Peachtree Parkway, Suite 4245, Cumming, GA 30041
93
Wealthminder
score

Byron Wallace (CRD# 2724029) is an Investment Advisor Representative working at Circa Capital, LLC in Cumming, GA and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.