Capacuity LLC

Overview

Capacuity LLC is an SEC registered investment adviser based in Lake Mary, FL, registered since 2018. It reports $13.9B in assets under management across 218 accounts, with 40 employees. It has 11 investment adviser representatives.

Reported AUM

$13.9B

Discretionary

20%

Accounts

218

Average account

$63.6M

Employees

40

Advisory reps

11

Registered since

2018

Jurisdictions

48

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• Other clients
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Peter Scott Cahall Chief Executive Officer CRD 37990
• Bryant Willis Kirk Chief Compliance Officer CRD 1049653
• Mendel Allen Melzer Chief Investment Officer CRD 1306791

Advisory reps 3 of 11

• David Marcus Baum Insurance Agent · Registered Rep · Investment Adviser Rep CRD 867275
• Peter Scott Cahall Insurance Agent · Investment Adviser Rep CRD 37990
• Thomas Ammon Cook Registered Rep · Investment Adviser Rep CRD 5577551

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

300 International Pkwy Ste 350
Lake Mary, FL 32746

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 48 jurisdictions
• Website: capacuity.com

Every state, with registration dates

Similar firms near Lake Mary

• Newport Group Consulting, LLCLake Mary, FL$5.1B AUM
• Shariaportfolio, Inc.Lake Mary, FL$3B AUM
• Jackson Wealth Management, LLCLake Mary, FL$1.1B AUM
• QTR Family Wealth, LLCLake Mary, FL$749M AUM
• Collaborative WealthLake Mary, FL$653M AUM