Capacuity Llc
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 297679
· SEC file 801-113636
· Lake Mary, FL
· WWW.CAPACUITY.COM
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ADV data as of Mar 10, 2026
- Regulatory AUM
- $13.9B
- Discretionary
- $2.8B
- Clients
- 130
- Avg AUM / client
- $107M
- Accounts
- 218
- Employees
- 40
AUM over time
$0
$13.9B
Jun 2018
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $217M | 1.56% |
| Corporations and other businesses | 121 | $11.4B | 82.3% |
| Other | 8 | $2.2B | 16.1% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Scott Cahall | Ceo | Dec 2017 (9y) | 75% or more | |
| Bryant Willis Kirk | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Mendel Allen Melzer | Chief Investment Officer | CFA | Jul 2018 (8y) | Less than 5% |
| Robert W Little | Registered representative | CFA | Sep 2018 (8y) | |
| Thomas Ammon Cook | Registered representative | CFA | Feb 2020 (6y) | |
| Scott John Seibel | Registered representative | Oct 2020 (6y) | ||
| Michael Anthony Porter | Registered representative | Chartered Financial Consultant | Oct 2020 (6y) | |
| Bert Patrick Ward | Registered representative | CFP Chartered Financial Consultant | Mar 2022 (4y) | |
| Kenneth Paul Seybel | Registered representative | CFA | Jun 2022 (4y) | |
| David Marcus Baum | Registered representative | Oct 2022 (4y) | ||
| Jorge Ricardo Friguls | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capacuity Financial, Inc. | Member | Jan 2023 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $175M (74% of AUM) Jan 2019
- BNY Mellon $60.0M (26% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗