Capacuity Securities, Inc.

Broker-DealerFINRA MemberEst. 1984
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 and has been SEC-registered since 1984. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. Available data does not identify the firm's advisory business lines, client segments, or fee structure. The snapshot in FINTRX flags several negative indicators: the firm is not identified as a capital allocator, is not an active ESG investor, and is not recorded as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. In addition, the firm has not provided details about its activities or affiliations, which limits the ability to evaluate its service mix or target client types from public sources.

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

1 of 1
  • Bryant Kirk

    Bryant Kirk

    Chief Operating OfficerCRD 1049653

Contacts

3 of 20
  • Alaina Hepple

    Alaina Hepple

    Client Service ConsultantCRD 7224226

  • Christien Avant

    Christien Avant

    Financial AnalystCRD 7897952

  • Liza Sepulveda

    Account AnalystCRD 4493322

Unlock 17 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth