Capacuity LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated March 10, 2026, reports $13.9B in regulatory assets under management, 40 employees, 2 offices, and 218 accounts.
Assets Under Management
$13.9B
Employees
40
Offices
2 offices
Total Clients
130
Primary office
LAKE MARY, FL
300 INTERNATIONAL PARKWAY, SUITE 350, LAKE MARY, FL, United States
Top client segmentCorporations represent 93.1% of total clients.
Top client categories% of clientsClients
1
Corporations
93.1%
121
2
NON-QUALIFIED DEFERRED COMPENSATION PLANS
6.2%
8
3
Pooled Investment Vehicles
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.9Bas of March 10, 2026
Discretionary20.0%
$2.8B
20% of total RAUM20.0%
Non-discretionary80.0%
$11.1B
80% of total RAUM80.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$13.9B
Total Accounts218
10Y AUM Change+$13.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee3:1
10Y Employee Change+37 (+1233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.