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
By the Numbers
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Total Assets Under Management7,114MILLION
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Total Number of Accounts140ACCOUNTS
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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
Registered Investment Advisor
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
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