SourcingSourcing

CAPACUITY LLC

C18
CRD 297679·SEC 801-113636·LAKE MARY, FL
AUM
$13.87B
$1B+
Est. Revenue
$138.7M
@ 1% on AUM
Est. EBITDA
$41.6M
@ 30% margin
Est. Deal Value
$332.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPACUITY LLC
CRD
297679
SEC file #
801-113636
EIN
—
DBA names
—

Economics

AUM
$13.87B
AUM band
$1B+
AUM trajectory
'20'26
$260.0M → $13.87B▲ +5233%
Client mix
Corporations121
Other8
Pooled Investment Vehicles1

Operations

Employees (total)
40
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
6 advisors → 11 advisors▲ +83%
Primary office
LAKE MARY FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
capacuity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Cahall, Peter, Scott
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Cahall, Peter, Scott
CAPACUITY FINANCIAL, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAPACUITY.COM
Rdap Domain Creation Date
2018-05-31T21:09:13Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-05-31T21:09:13Z
Rdap Domain Last Changed
2025-11-07T19:52:36Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
37990
Trust Company Affiliate
No

People (11)

11
Cahall, Peter, Scott
IAR · Direct Owner · 87.5%
37990
MELZER, MENDEL, ALLEN
IAR · Executive Officer · 2.5%
1306791
Kirk, Bryant, Willis
IAR · Executive Officer · 2.5%
1049653
Robert W Little
IAR
4726747
Kenneth Paul Seybel
IAR
7521477
Scott John Seibel
IAR
4047361
Thomas Ammon Cook
IAR
5577551
Bert Patrick Ward
IAR
4987875
David Marcus Baum
IAR
867275
Michael Anthony Porter
IAR
1934255
Jorge Ricardo Friguls
IAR
6030361