Stephen Davenport is a CFA-designated registered investment advisor at Circa Capital, LLC, based in Alpharetta, GA, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 88 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Circa Capital's maximum annual fee for managing your investments is 1.5% of the value of your portfolio. Other fee schedules are possible, but they will not exceed this amount. A minimum annual fee may apply.
Location
8000 Avalon Boulevard, Suite 100, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Circa Capital, LLC
Previous Registrations
Decatur Capital Management, INC.
Genspring Family Offices, LLC
Suntrust Advisory Services, INC.
Columbia Management Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.