Capacuity LLC
Assets Under Management
$10.6B
Number of Clients
85
Number of Advisors
10
Average Client AUM
$124.7M
AUM per Advisor
$1.1B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CapAcuity offers investment advisory services to non-qualified executive retirement plans, defined benefit plans, and defined contribution plans. Services include participant menu construction, asset allocation, risk tolerance assessment, portfolio monitoring, and fund performance analysis. They also provide consulting services to maximize funding efficiency and mitigate risk.
Fee Structure
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.
Areas of Practice
Location
300 International Parkway, Suite 350, Lake Mary, FL, 32746