CAPACUITY LLC

CRD 297679 · SEC 801-113636

Visit website

300 INTERNATIONAL PARKWAY, SUITE 350, LAKE MARY, FL, 32746, United States

Phone

(407) 949-6889

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$13.87B

Discretionary AUM

$2.77B

Team

40 total employees; 11 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

Services

Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Pooled investment vehicles	1	$216.7M
Corporations/business entities	121	$11.42B

States served

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

All web addresses on file

HTTPS://WWW.CAPACUITY.COM
https://www.facebook.com/CapAcuity/
https://www.linkedin.com/company/capacuity/

Official SEC filing: View on IAPD