Circa Capital, LLC

Travis Raish is a CFA charterholder with 23 years of industry experience. He is a partner at Circa Capital, LLC, where he has worked since 2011, and also serves as Chief Investment Officer at Wealth With No Regrets since 2017. Prior to these roles, he was with Dogwood Capital Management and Fiduciary Financial Group. Circa Capital, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to high-net-worth individuals and their trusts, estates, and retirement accounts. The firm emphasizes fundamental analysis with a focus on quality, value, and long-term holding periods, managing portfolios with 25 to 50 equity positions and utilizing hedging strategies when appropriate.

Stephen Davenport is a CFA charterholder with nine years of experience in the financial industry. He is currently an advisor at Circa Capital, LLC, where he has worked since 2021. His prior roles include positions at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and SunTrust Bank. Circa Capital, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to high-net-worth individuals and their trusts, estates, and retirement accounts. The firm emphasizes fundamental analysis and a long-term investment philosophy focused on quality and value, managing portfolios typically consisting of 25 to 50 equity positions with the potential use of hedging strategies.