Insights

Growing advisory Circa Capital is a fee-only investment advisory firm with revenue in the $1M-$10M range and a lean team, suggesting potential demand for scalable, outsourced support services, portfolio analytics, and technology-enabled advisory tools to support growth.

Advisory board expansion Recent launch of an Advisory Board indicates a strategic openness to governance enhancements and client-facing credibility, presenting a sales angle for external consulting, compliance solutions, and governance workflow platforms.

Sustainability synergy The firm’s mission to enable financial success for a broad client base aligns with ESG-focused investment capabilities, offering opportunities to pitch ESG data integration, sustainable strategy development, and impact reporting services.

Technology stack Current tech stack includes WordPress, Google Workspace, Sucuri, Nginx and security measures, signaling readiness for partnerships around client portals, website optimization, cybersecurity, and compliance-friendly tech upgrades.

Market positioning Small team with experienced leadership operating in the investment management space presents a target for mid-market ancillary services, white-label solutions, and scalable back-office support to improve margins and client outcomes.

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Circa Capital, LLC Tech Stack

Circa Capital, LLC uses 8 technology products and services including Sucuri, WordPress, Google Workspace, and more. Explore Circa Capital, LLC's tech stack below.

Sucuri
Content Delivery Network
WordPress
Content Management System
Google Workspace
Email
HSTS
Security
reCAPTCHA
Security
X-XSS-Protection
Security
GoDaddy
Web Hosting
Nginx
Web Servers

Media & News

Circap launches an Advisory Board at Circa Capital in Nov '25 to strengthen its organization and enhance client results.
At Circa Capital, Circap recently launched an Advisory Board to strengthen its organization and enhance the results Circap deliver for clients.
Nov 24, 2025 | circap.com

Circa Capital, LLC's Email Address Formats

Circa Capital, LLC uses at least 5 email formats:

Circa Capital, LLC Email Formats	Example	Percentage
First@circap.com	John@circap.com	100%
FirstLast@circacapital.com	JohnDoe@circacapital.com	29%
First@circacapital.com	John@circacapital.com	28%
FirstL@circacapital.com	JohnD@circacapital.com	29%
First.Last@circacapital.com	John.Doe@circacapital.com	14%

Frequently Asked Questions

What is Circa Capital, LLC's phone number?

You can contact Circa Capital, LLC's main corporate office by phone at

+1-770-500-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Circa Capital, LLC's official website and social media links?

Circa Capital, LLC's official website is circap.com and has social profiles on LinkedIn.

How much revenue does Circa Capital, LLC generate?

As of November 2026, Circa Capital, LLC's annual revenue is estimated to be $1M - $10M.

What is Circa Capital, LLC's NAICS code?

Circa Capital, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Circa Capital, LLC have currently?

As of November 2026, Circa Capital, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Investment Advisor: R. L. Explore Circa Capital, LLC's employee directory with LeadIQ.

What industry does Circa Capital, LLC belong to?

Circa Capital, LLC operates in the Investment Management industry.

What technology does Circa Capital, LLC use?

Circa Capital, LLC's tech stack includes Sucuri, WordPress, Google Workspace, HSTS, reCAPTCHA, X-XSS-Protection, GoDaddy and Nginx.

What is Circa Capital, LLC's email format?

Circa Capital, LLC's email format typically follows the pattern of First@circap.com. Find more Circa Capital, LLC email formats with LeadIQ.

Circa Capital, LLC

Q: What is Circa Capital, LLC's official website and social media links?

Circa Capital, LLC's official website is circap.com. Circa Capital, LLC has social profiles on LinkedIn.

Q: How many employees does Circa Capital, LLC have currently?

Circa Capital, LLC has approximately 1 employees.

Q: What technology does Circa Capital, LLC use?

Circa Capital, LLC's tech stack includes Sucuri, Nginx, GoDaddy CoBlocks, Gravatar, Twenty Seventeen.

Q: What is Circa Capital, LLC's NAICS code?

Circa Capital, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementGeorgia, United States0-1 Employees

Circa Capital, LLC operates as a fee-only investment advisory within the investment management industry, offering guidance aimed at helping clients pursue financial success through goal setting, strategic planning, and disciplined follow-through. Based in Cumming, Georgia, the firm emphasizes an individualized approach to financial outcomes, regardless of portfolio size or client age, focusing on reducing reliance on chance and increasing confidence in future financial security. The company presents its services as accessible to a broad range of investors and positions itself as a custodian of prudent, long-term wealth planning. A recent development noted is the launch of an Advisory Board in November 2025, intended to strengthen the organization and enhance client results. Circa Capital’s modest size and location imply a boutique service model within the larger investment management landscape.