# 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.

- CRD: 297679
- Filed as: CAPACUITY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Mary, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297679
- AdvisorCensus page: https://advisorcensus.com/firm/capacuity-llc-lake-mary-fl-297679

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $13,866,813,112
- Discretionary: $2,768,903,261
- Non-discretionary: $11,097,909,851

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $216,672,704 |
| Corporations or other businesses not listed above | 121 | $11,418,084,440 |
| Other | 8 | $2,232,055,968 |

### 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)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 40 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Braintree, MA
- Latham, NY

### Websites listed on Form ADV (Item 1.I)
- capacuity.com
- Facebook @CapAcuity
- LinkedIn @capacuity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,888,598,734 | 25 | May 26, 2021 |
| October 2022 | $4,716,986,003 | 30 | March 29, 2022 |
| October 2023 | $5,607,007,725 | 30 | July 27, 2023 |
| October 2024 | $7,423,956,641 | 33 | June 27, 2024 |
| October 2025 | $10,601,699,879 | 33 | March 31, 2025 |
| October 2026 | $13,866,813,112 | 40 | March 10, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capacuity LLC (CRD 297679): Form ADV filing data as of October 2026.