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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