RIA Intel›Advisers›Georgia›CIRCA CAPITAL, LLC

CIRCA CAPITAL, LLC

Advisory

ALPHARETTA, GA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in GA

#512

of 607 advisers by AUM

Average account

$526K

across 159 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, MA, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

62 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

NORA WEALTH ADVISORS, LLC

ATLANTA, GA

$84M

OMEGA ADVISORY LLC

CUMMING, GA

$84M

CUBIC PYE CAPITAL MANAGEMENT, INC.

$84M

LEGACY PARTNER GROUP, LLC

DULUTH, GA

$85M

MICHAEL L. BALL, CPA, LLC

ATLANTA, GA

$86M

BLACKTHORN ASSET MANAGEMENT LLC

$81M

Get the full picture on CIRCA CAPITAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CIRCA CAPITAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans