Travis Raish
Circa Capital · Alpharetta, Georgia
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.
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Facts
| Firm | Circa Capital |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $83.6M across 159 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, MA · CRD 2368679 |
| Exams passed | Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | circap.com |
How Travis's firm compares
- Circa Capital's average account is about $526,000, from its Form ADV (assets managed divided by 159 accounts).
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Questions about Travis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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