Capacuity LLC

Registered investment adviser · Lake Mary, FL · CRD #297679

Form ADV data as of 2026-09-01

Regulatory assets

$13.87 billion

Total accounts

218

Employees

Disclosure events

Firm details

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.77 billion
Non-discretionary regulatory assets under management	$11.10 billion
Total regulatory assets under management	$13.87 billion
Discretionary accounts	45
Non-discretionary accounts	173
Total accounts	218
Regulatory assets under management attributable to non-U.S. persons	$0

Total employees (excluding clerical)	40
Employees performing investment advisory functions (including research)	11
Employees who are registered representatives of a broker-dealer	22
Employees registered as investment adviser representatives with a state	11
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	9
Firms or persons who solicit advisory clients on the firm's behalf	0

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$1.57 billion
Clients for whom the firm has custody	7
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

A percentage of assets under managementFixed fees (other than subscription fees)Other

Portfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Broker-dealer, municipal securities dealer, or government securities broker or dealerInsurance company or agency

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	1	$216.7 million
Corporations or other businesses not listed above	121	$11.42 billion
Other	8	$2.23 billion