Capacuity LLC - Investment Advisers

About Capacuity LLC

Capacuity LLC is an investment adviser based in Lake Mary, Florida, specializing in non-qualified executive benefit plans. The firm manages approximately $13.87 billion in regulatory assets under management and employs 40 professionals. Capacuity offers consulting and asset management services to plan sponsors, helping them evaluate plan effectiveness, benchmark designs against industry standards, and optimize funding and liability management strategies. The firm works collaboratively with plan advisors, trustees, custodians, insurance carriers, and recordkeepers to implement plan improvements and manage ongoing administration. Its service offerings include plan assessment, design recommendations, liability hedging analysis, and regular monitoring to support plan sponsors in understanding their options and making informed decisions. Capacuity also hosts an annual conference bringing together professionals and thought leaders in the executive benefits industry.

Key Facts

Assets Under Management

$13.87B

Employees

40

SEC File Number

801-113636