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).
Total Assets Under Management16MILLION
Total Number of Accounts144ACCOUNTS
Average Account Value$107,804
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
Byron Wallace (CRD# 2724029) is an Investment Advisor Representative working at Circa Capital, LLC in Cumming, GA and has over 20 years of experience in the finance industry.