Capacuity Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Lake Mary, Florida
CRD number
15384
Registered since
November 7, 1984

Firm profile

FINTRX

Overview

Capacuity Securities, Inc. is organized as a corporation with ownership noted as a domestic entity and an individual. Publicly available details about its business model, investment approach, client segments, and fee arrangements are minimal; the firm did not provide descriptions of its advisory activities or typical allocations. The data indicates Capacuity does not identify as an active ESG investor, is not characterized as a multi-state adviser, and is not listed as a pension consultant, related adviser, or capital allocator. The firm maintains a multi-office footprint (see Location & Offices), but beyond corporate form and limited structural flags there is little disclosed about how it sources or manages client assets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Mary, FL

Seminole

Location

Lake Mary, FL

Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Seminole
Address
300 International Pkwy
Time zone
ET (UTC-5)
Office locations

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