Capacuity LLC

Registered investment advisor · Lake Mary, Florida · CRD #297679

Assets Under Management

$13.9B

Client Accounts

218

Employees

CRD Number

297679

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Capacuity LLC

CapAcuity is a financial services firm based in Lake Mary, Florida, specializing in executive benefits consulting and asset management. Founded in 2018 by Peter S. Cahall, the company focuses on non-qualified deferred compensation (NQDC) plans and retirement plans for plan sponsors. The team includes industry experts, such as Chief Operating Officer Bryant Kirk, who work to address challenges like market volatility and regulatory compliance. The firm offers a range of services, including plan d

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Capacuity LLC

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Frequently Asked Questions

What is Capacuity LLC's AUM?

Capacuity LLC reports approximately $13.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Capacuity LLC headquartered?

Capacuity LLC is headquartered in Lake Mary, Florida.

What is Capacuity LLC's CRD number?

Capacuity LLC's CRD number is 297679. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.