Capacuity LLC
● SEC registered since 2018CRD 297679SEC# 801-113636Lake Mary, FL
Reg. AUM
$13.87B
Employees
40
Accounts
218
Location
Lake Mary, FL
Capacuity LLC assets under management
Capacuity LLC is a registered investment adviser overseen by the SEC based in Lake Mary, FL. The firm has been registered since 2018. It reports $13.9 billion in regulatory assets under management and employs 40 people.
Capacuity LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryant Willis Kirk Control | Chief Compliance Officer | Under 5% | 2018 |
| Capacuity Financial, Inc. Control | Member | Over 75% | 2023 |
| Mendel Allen Melzer Control | Chief Investment Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Capacuity LLC manage?
Capacuity LLC reports $13.9 billion in regulatory assets under management on its Form ADV.
How many employees does Capacuity LLC have?
Capacuity LLC reports 40 employees.
Where is Capacuity LLC located?
Capacuity LLC is based in Lake Mary, FL and has been SEC-registered since 2018.
Does Capacuity LLC disclose fund performance?
Capacuity LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 International Parkway, Suite 350, Lake Mary, FL 32746 |
| Phone | (407) 949-6889 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$13.87B▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$13.87Bregulatory AUM
Discretionary $2.77BNon-discretionary $11.1B