AdvisorCensus / Financial advisors / Florida / Orlando / Capacuity LLC
Capacuity LLC is an SEC-registered investment advisory firm in Lake Mary, FL, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.
Quick answers
From the filingHow is Capacuity LLC compensated?
On its Form ADV (Item 5.E, October 2026), Capacuity LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Capacuity LLC located?
Capacuity LLC's principal office is in Lake Mary, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Capacuity LLC registered with the SEC or a state?
Capacuity LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297679.
How much does Capacuity LLC manage?
Capacuity LLC reports $13,866,813,112 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (20% discretionary).
How have Capacuity LLC's assets and staff changed since 2021?
In the Form ADV data for Capacuity LLC: Regulatory assets under management: $3,888,598,734 in the October 2021 data and $13,866,813,112 in the October 2026 data, up 257%. Total employees: 25 in October 2021 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Capacuity LLC serve?
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (121); other (8); pooled investment vehicles (other than investment companies and business development companies) (1).
Does Capacuity LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297679
What changed in Capacuity LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 14 to 11. Regulatory assets under management went from $10,601,699,879 to $13,866,813,112 (+31%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$13,866,813,112 as of October 2026, filing dated March 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 40. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
48 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $13,866,813,112 | 40 | March 10, 2026 |
| October 2025 | $10,601,699,879 | 33 | March 31, 2025 |
| October 2024 | $7,423,956,641 | 33 | June 27, 2024 |
| October 2023 | $5,607,007,725 | 30 | July 27, 2023 |
| October 2022 | $4,716,986,003 | 30 | March 29, 2022 |
| October 2021 | $3,888,598,734 | 25 | May 26, 2021 |
Regulatory assets under management: $3,888,598,734 in the October 2021 data and $13,866,813,112 in the October 2026 data, up 257%.
Total employees: 25 in October 2021 and 40 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 14 to 11.
- Regulatory assets under management went from $10,601,699,879 to $13,866,813,112 (+31%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Capacuity LLC (CRD 297679): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/capacuity-llc-lake-mary-fl-297679