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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-2011
- Office Locations
- 1
Office Locations
About Circa Capital, LLC
Circa Capital is a CFA-led investment manager serving individuals, businesses, and advisory firms across North America. The team provides outsourced CIO support (model portfolios, rebalancing, investment due diligence, and market commentary) and manages Schwab-platform SMAs using quality-focused equity and fixed income approaches. They also specialize in concentrated stock risk management with customized options overlays (hedging and covered calls).
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN PAUL DAVENPORT
Analyst, Managing Member
- CRD
- #4700698
- Ownership
- 25% but less than 50%
TRAVIS WOODMAN RAISH
Investment Consultant, Portfolio Manager
- CRD
- #2368679
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,577,763 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,577,763 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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