CIRCA CAPITAL, LLC

CIRCA CAPITAL, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 158694). Regulatory assets under management: $83.6M.

Registration

• CRD: 158694
• Type: Registered investment adviser
• Location: 8000 AVALON BOULEVARD, ALPHARETTA, GA, 30009
• Phone: 770-500-0888
• Latest filing: 2026-03-18
• Regulatory AUM: $83.6M
• Discretionary AUM: $83.6M
• Clients: 2
• Accounts: 159

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158694 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search