# Travis Raish

> Travis Raish is a fee-only financial advisor at Circa Capital in Alpharetta, Georgia, who holds the CFA credential. Circa Capital reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/travis-raish/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Circa Capital
- **Based in:** Alpharetta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $83.6M across 159 accounts
- **Credentials:** CFA
- **CRD:** 2368679 (https://adviserinfo.sec.gov/individual/summary/2368679)
- **SEC registration:** Investment adviser representative in GA, MA
- **Exams passed:** Series 63 (1997)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://circap.com/

## Frequently asked questions

### Is Travis Raish a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Circa Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Travis charge for financial advice?

Travis's firm, Circa Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Travis Raish based?

Travis Raish is based in Alpharetta, Georgia.

### What credentials does Travis Raish hold?

Travis Raish holds the CFA credential.

### Is Travis Raish registered with the SEC?

Yes. Travis Raish is registered as an investment adviser representative in GA and MA (CRD 2368679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Circa Capital manage?

Circa Capital reports $83.6M across 159 accounts in assets under management.

### How do I contact Travis Raish?

Through Travis's website, circap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2368679): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.