Firm Documents

To learn more about Circa Capital, its members, clientele, services, and fee structure, please find the following documents.

Form ADV part 1

Form ADV part 2

Privacy Policy

In a recent survey of Registered Investment Advisors (RIAs), Charles Schwab concluded that fewer than 30% of firms maintain Errors & Omissions (E&O) insurance for the benefit of their clients.

To provide peace of mind to our clients, Circa Capital maintains E&O insurance through biBERK, a subsidiary of Berkshire Hathaway. The certificate is available to clients and prospective clients upon request.