Capacuity LLC
Lake Mary, FL·SEC-registered · CRD #297679
Capacuity LLC is an SEC-registered investment advisory firm in Lake Mary, FL managing $14B across 391 client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
391
Advisory staff
11
Fee model
Fee-based
How Capacuity LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Capacuity LLC
How much does Capacuity LLC manage?
Per its most recent SEC Form ADV filing (03/10/2026), Capacuity LLC reports $14B in regulatory assets under management across roughly 391 client accounts.
How does Capacuity LLC charge?
Capacuity LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capacuity LLC a fiduciary?
Yes. Capacuity LLC is registered with the U.S. Securities and Exchange Commission (CRD #297679), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Capacuity LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Capacuity LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Capacuity LLC's public SEC Form ADV filing (CRD #297679, filed 03/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capacuity LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Capacuity LLC? Claim this profile.