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Capacuity LLC

Headquartered in LAKE MARY, FL

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Firm Information

CapAcuity LLC is an investment advisor based in LAKE MARY, FL. The firm has 9 licensed agents, 14 investment adviser representatives, and 19 registered representatives. They manage approximately $7,423,956,641 in regulatory assets under management. The firm specializes in providing pension consulting and selection of other advisers, and manages portfolios for businesses. CapAcuity also serves non-qualified deferred compensation plans and pooled investment vehicles.

Capacuity LLC

300 INTERNATIONAL PARKWAY

LAKE MARY, FL 32746

$7.42B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees associated with offset of affiliated broker dealer

Branch Locations (8)

CAPACUITY LLC has a total of 8 branch locations across the country.

Advisors at Capacuity LLC

View All 13 Advisors

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Disclosures

There are no public disclosures for Capacuity LLC.

Frequently Asked Questions (9)

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