← Directory
CAPACUITY LLC
CRD 297679File 801-113636
APPROVED
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.87B
Top 10% of cohort (national)
Discretionary AUM
$2.77B
Non-discretionary $11.10B
Clients
122
218 accounts
Employees
40
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 19, 2018
- Principal office
- 300 INTERNATIONAL PARKWAY, SUITE 350, LAKE MARY, FL, 32746
- Phone
- (407) 949-6889
- Website
- HTTPS://WWW.CAPACUITY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.87B
- Discretionary AUM
- $2.77B
- Non-discretionary AUM
- $11.10B
- Discretionary accounts
- 45
- Non-discretionary accounts
- 173
- Total accounts
- 218
- AUM per client
- $113.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 121 | $11.42B |
| Pooled investment vehicles | 1 | $216.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 130 | 122 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.