CAPACUITY LLC
SEC RegisteredCapAcuity. Because a change in perspective changes everything.®
About the firm
CapAcuity offers consulting and asset management services in the executive benefit plan marketplace. The firm helps improve financial results for non-qualified plan sponsors and enhance retirement outcomes for plan participants through thought leadership and innovation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Consulting and asset management services for non-qualified executive benefit plans, including plan evaluation and benchmarking, implementation of plan improvements, optimization of funding and hedging of plan liabilities, and ongoing plan management and reporting
Who they serve
Non-qualified plan sponsors, plan participants, and plan advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $217M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPACUITY LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.