← Back to searchVisit website
CIRCA CAPITAL, LLC
CRD 158694
8000 AVALON BOULEVARD, SUITE 100, ALPHARETTA, GA, 30009, United States
Phone
770-500-0888
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$83.6M
Discretionary AUM
$83.6M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsOUTSOURCED CHIEF INVESTMENT OFFICER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $11.8M |
| High net worth individuals | 16 | $70.3M |
| Corporations/business entities | 3 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD