Stephen P. Davenport

CIRCA CAPITAL

ALPHARETTA, GA 30009

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CRD#: 4700698

Professional summary

Stephen Paul Davenport is a registered financial advisor currently at CIRCA CAPITAL, LLC located in Alpharetta, Georgia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Stephen has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ASFIP Foundation, President Check writing authority 9/2015 to present 0 hours during security trading hours Lead board in financial literacy efforts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Paul Davenport's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2024 - Present

CIRCA CAPITAL, LLC

Office #1: 8000 Avalon Boulevard Suite 100, Alpharetta, GA 30009

RIA

CRD#: 158694

ALPHARETTA, GA

Past

September 16, 2020 - March 9, 2023

DECATUR CAPITAL MANAGEMENT, INC.

RIA

CRD#: 120679

DECATUR, GA

Past

March 6, 2017 - December 31, 2017

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

ATLANTA, GA

Past

December 19, 2016 - July 21, 2020

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

atlanta, GA

Past

September 8, 2003 - November 23, 2004

COLUMBIA MANAGEMENT ADVISORS, INC.

RIA

CRD#: 105842

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/24/2024)

IAR

Massachusetts
(7/19/2024)

IAR

North Carolina
(9/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CIRCA CAPITAL, LLC

CRD#: 158694 / SEC#:

Georgia

Registered Investment Advisory firm - (8/15/2011 Approved)

Massachusetts

Registered Investment Advisory firm - (7/19/2024 Approved)

North Carolina

Registered Investment Advisory firm - (9/9/2024 Approved)

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Contact information

Main Address

8000 Avalon Boulevard Suite 100, Alpharetta, GA 30009

Mailing Address

Phone number

(770) 500-0888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	152
AUM (Assets Under Management)	$ 78,770,913

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Stephen P. Davenport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Paul Davenport's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIRCA CAPITAL, LLC

DECATUR CAPITAL MANAGEMENT, INC.

GFO ADVISORY SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

COLUMBIA MANAGEMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

CIRCA CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CIRCA CAPITAL, LLC

TRUST BUT VERIFY

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