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CAPACUITY LLC

LAKE MARY, FL · CRD 297679 · IAPD ↗ · capacuity.com · (407) 949-6889

$13.87BRegulatory AUM
11Advisory reps
40Employees
0Clients
0Planning clients
0Private funds
48States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — CAPACUITY LLC shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
56
April 2026 — CAPACUITY LLC reported RAUM up 31% ($10.60B -> $13.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — CAPACUITY LLC now reports custody of client assets ($1.57B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — CAPACUITY LLC reported RAUM up 43% ($7.42B -> $10.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — CAPACUITY LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — CAPACUITY LLC reported RAUM up 27% ($5.61B -> $7.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — CAPACUITY LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.