Capacuity LLC

Capacuity LLC (CRD# 297679) is a financial advisory firm headquartered in Lake Mary, FL. They manage $7,113,998,350 in 140 accounts and serve the financial needs of clients across 48 states (or territories).

Current Firm Details
300 International Parkway, Suite 350, Lake Mary, FL 32746
https://www.capacuity.com
By the Numbers
  • Total Assets Under Management
    7,114
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $50,814,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI

Financial Advisors at Capacuity LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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