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CAPACUITY LLC

CAPACUITY LLC

Tel: (407) 949-6889 300 International Parkway Suite 350 Lake Mary, Florida 32746

About CAPACUITY LLC

CAPACUITY LLC is a Lake Mary, Florida based financial advisory firm with nearly $7,423,956,641 in assets under management and provides investment advisory services for 86 clients. There are currently 33 financial advisors at the firm.

General Information
Firm CRD#:

297679

Firm SEC#:

801-113636

Assets Under Management:

$7,423,956,641

No. of Clients:

86

No. of Advisors:

33

Advisory Services Provided:

Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER)

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