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CAPACUITY LLC
300 International Parkway
Suite 350
Lake Mary, Florida 32746
Tel: (407) 949-6889
About CAPACUITY LLC
CAPACUITY LLC, formally registered with the SEC as CAPACUITY LLC. The firm was established in 07/19/2018. They have over 3 offices throughout the country.
CAPACUITY LLC is a Lake Mary, Florida based Financial Planning firm with nearly $7,423,956,641 assets under management, offering retirement planning & investment advisory services to 86 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297679 |
| SEC# | 801-113636 |
| Assets Managed by Firm | $7,423,956,641 |
| No. of Clients | 86 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 86 | $7,423,956,641 |
| Corporations or other businesses | 77 | $5,740,522,918 |
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