{
  "crd_number": 297679,
  "slug": "capacuity-llc-lake-mary-fl-297679",
  "primary_business_name": "CAPACUITY LLC",
  "legal_name": "CAPACUITY LLC",
  "dbas": [],
  "city": "Lake Mary",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-07-19",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 13866813112.0,
  "raum_discretionary": 2768903261.0,
  "raum_non_discretionary": 11097909851.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 40,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 2232055968.0,
      "count": 8,
      "description": "NON-QUALIFIED DEFERRED COMPENSATION PLANS"
    },
    "pooled_investment_vehicles": {
      "raum": 216672704.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 11418084440.0,
      "count": 121
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI"
  ],
  "websites": [
    "https://capacuity.com",
    "https://facebook.com/CapAcuity",
    "https://linkedin.com/company/capacuity"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297679",
  "city_as_filed": "LAKE MARY",
  "url": "https://advisorcensus.com/firm/capacuity-llc-lake-mary-fl-297679",
  "display_name": "Capacuity LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Capacuity LLC (CRD 297679): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capacuity LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Capacuity LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Capacuity LLC registered with the SEC or a state?",
      "a": "Capacuity LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297679."
    },
    {
      "q": "How much does Capacuity LLC manage?",
      "a": "Capacuity LLC reports $13,866,813,112 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (20% discretionary)."
    },
    {
      "q": "How have Capacuity LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Capacuity LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Capacuity LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Capacuity LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3888598734.0,
      "total_employees": 25,
      "filing_date": "2021-05-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4716986003.0,
      "total_employees": 30,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5607007725.0,
      "total_employees": 30,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7423956641.0,
      "total_employees": 33,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 10601699879.0,
      "total_employees": 33,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13866813112.0,
      "total_employees": 40,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/capacuity-llc-lake-mary-fl-297679.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 216672704.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 121,
      "fewer_than_5": false,
      "raum": 11418084440.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2232055968.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297679",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}