Kenneth Paul Seybel

CFA

Capacuity LLC

3 Years of Experience

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Firm Information

Capacuity LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

85 clients

Average Client Portfolio

$124.7M average

Assets Under Management

$10.6B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

CapAcuity's compensation is fee-based, including fixed or asset-based fees, asset-based product compensation, and fee-offset compensation. Fees are negotiable and documented in the investment advisory agreement. Clients are responsible for third-party fees. Certain associates are affiliated with CapAcuity Securities, Inc., and may receive compensation for the sale of investment products, which may create a conflict of interest. In some cases, CapAcuity LLC receives fee-offset compensation from COLI policies.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

300 International Parkway, Suite 350, Lake Mary, FL, 32746

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.