DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst29 years in industry

TRAVIS WOODMAN RAISH

Advisor at CIRCA CAPITAL, LLC

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3152bad-e3e0-4198-242f-0c3f40cf6cc5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CIRCA CAPITAL, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Apr 3, 1997
First registration: Jan 1, 1999
Dual registered: no
IAPD individual key: 2368679

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH WITH NO REGRETS®	Independent wealth	Feb 24, 2017	n/a	yes	ALPHARETTA, GA	Current employment
CIRCA CAPITAL, LLC	State registered	Aug 15, 2011	n/a	yes	ALPHARETTA, GA	Current employment
FIDUCIARY FINANCIAL GROUP, LLC	Independent wealth	Aug 30, 2019	Jun 1, 2021	no	Cumming, GA\|SAN RAFAEL, CA\|SAN RAFAEL, CA\|SAN RAFAEL, CA	Previous registration
DOGWOOD CAPITAL MANAGEMENT	Former SEC adviser	Jan 7, 2014	Apr 26, 2016	no	PRESCOTT, AZ	Previous registration
PRIVATE WEALTH COUNSEL, LLC	n/a	May 7, 2008	Oct 21, 2011	no	ALPHARETTA, GA	Previous registration
PRIVATE WEALTH COUNSEL, LLC	n/a	Mar 30, 2006	Dec 31, 2007	no	CUMMING, GA	Previous registration
FOUNDERS ASSET MANAGEMENT LLC	n/a	Feb 7, 2003	Mar 5, 2003	no	DENVER, CO	Previous registration
FOUNDERS ASSET MANAGEMENT LLC	n/a	Jan 1, 1999	Feb 3, 2003	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDUCIARY FINANCIAL GROUP, LLC	n/a	Jun 1, 2021	n/a	n/a	Departure no registered destination	Departure
DOGWOOD CAPITAL MANAGEMENT	WEALTH WITH NO REGRETS®	Apr 26, 2016	Feb 24, 2017	304	Firm change	Other
PRIVATE WEALTH COUNSEL, LLC	CIRCA CAPITAL, LLC	Oct 21, 2011	Aug 15, 2011	-67	Firm change after gap	Other
FOUNDERS ASSET MANAGEMENT LLC	PRIVATE WEALTH COUNSEL, LLC	Mar 5, 2003	Mar 30, 2006	1,121	Firm change after gap	Other

Relationships

Registered with (6)

→ WEALTH WITH NO REGRETS®Registered adviserregistration: current employment
Feb 24, 2017 to presentfactForm ADV
→ CIRCA CAPITAL, LLCRegistered adviserregistration: current employment
Aug 15, 2011 to presentfactForm ADV
→ FIDUCIARY FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 30, 2019 to Jun 1, 2021factForm ADV
→ DOGWOOD CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 7, 2014 to Apr 26, 2016factForm ADV
→ PRIVATE WEALTH COUNSEL, LLCRegistered adviserregistration: previous registration
May 7, 2008 to Oct 21, 2011factForm ADV
→ FOUNDERS ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 7, 2003 to Mar 5, 2003factForm ADV

Dated events

No dated event names this entity yet.