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Capacuity LLC

SEC-regulated
Registered investment advisor

CapAcuity is a financial advisory firm based in Lake Mary, FL, established in 2018. The firm specializes in consulting, investment advisory, and asset management services. The team includes experienced professionals such as Peter Scott Cahall, Mendel Allen Melzer, Robert W. Little, Thomas Cook, Kenneth Seybel, Bryant W. Kirk, David Baum, Kerry St. George, Bert Ward, Scott Seibel, and Mike Porter. The firm's investment committee is led by Mendel Melzer, who has over 30 years of experience in investments and asset management. The advisors at CapAcuity hold prestigious designations such as the Chartered Financial Analyst (CFA) and Chartered Financial Consultant (ChFC). They adhere to high ethical standards, placing clients' interests first and maintaining independence and objectivity. The firm offers comprehensive investment services, including asset allocation, funding optimization, and risk management. Clients can benefit from the team's expertise in executive benefits, retirement services, asset management, and financial consulting. CapAcuity's professionals have a track record of success in managing corporate retirement and insurance assets. The firm operates under the supervision of Bryant W. Kirk, ensuring compliance with regulations and ethical standards. Clients can contact [email protected] for more information.

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This firm is a Regulated Investment Advisor
  • Fiduciary duty to act in the best interests of your finances
  • Regulated by The Securities and Exchange Commission (SEC)
  • Transparent about fees and never take commission when recommending a financial product
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