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 described as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the snapshot and its profile provides very limited public detail about business lines, client segments, or fee arrangements. The available attributes indicate the firm does not act as a capital allocator, is not identified as an active ESG investor, is not a pension consultant, and is not listed as a related adviser. The snapshot also marks the firm as not being a "Multi State Adviser" and not newly formed.

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

1 of 1
  • Bryant Kirk

    Bryant Kirk

    Chief Operating OfficerCRD 1049653

Contacts

3 of 20
  • David Baum

    David Baum

    Managing DirectorCRD 867275

  • Bert Ward

    Bert Ward

    Senior ConsultantCRD 4987875

  • Thomas Cook

    Thomas Cook

    Vice PresidentCRD 5577551

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth