DFX Intelligence

Data Factory

RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

CAPACUITY LLC

CRD 297679

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0195b75e-1c44-dce4-0d50-38d9193d6036

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Jun 18, 2018 to Mar 10, 2026
53 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.02 institutional_share=0.0 related_bd=true related_bank=false bd_reps=22.0
Regulatory AUM: $14BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.8B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $1.3Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 40
Advisory employees: 11
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 218
Custody, client assets: $1.6B
SEC number: 801-113636
CRD: 297679
Filings on the tape: 53
First filed: Jun 18, 2018
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, FL
Website: capacuity.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Peter Scott Cahall	n/a	LAKE MARY, FL	8	34	2	no
Bryant Willis Kirk	n/a	LAKE MARY, FL	8	43	2	yes
Robert W Little	Chartered Financial Analyst	LAKE MARY, FL	7	26	2	no
MENDEL ALLEN MELZER	Chartered Financial Analyst	LAKE MARY, FL	7	42	2	no
Thomas Ammon Cook	Chartered Financial Analyst	LAKE MARY, FL	6	14	3	yes
Scott John Seibel	n/a	Braintree, MA \| LAKE MARY, FL	5	26	n/a	yes
Michael Anthony Porter	Chartered Financial Consultant	Albany, NY \| LAKE MARY, FL	5	15	2	yes
Bert Patrick Ward	Certified Financial Planner\|Chartered Financial Consultant	Apex, NC \| LAKE MARY, FL	4	21	3	yes
Kenneth Paul Seybel	Chartered Financial Analyst	LAKE MARY, FL	4	11	n/a	no
David Marcus Baum	n/a	Frisco, TX \| LAKE MARY, FL	3	38	2	yes
Jorge Ricardo Friguls	n/a	LAKE MARY, FL	0	19	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Cahall, Peter, Scott	Member	E	yes	07/2018	Jun 18, 2018	Jun 27, 2024
Cahall, Peter, Scott	Ceo	E	yes	12/2017	Jun 18, 2018	Jun 27, 2024
CAPACUITY FINANCIAL, INC.	Member	E	yes	01/2023	Mar 30, 2023	Jun 27, 2024
Kirk, Bryant, Willis	CHIEF COMPLIANCE OFFICER	Na	yes	06/2018	Jun 18, 2018	Jun 27, 2024
MELZER, MENDEL, ALLEN	CHIEF INVESTMENT OFFICER	Na	yes	07/2018	Jul 26, 2018	Jun 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPACUITY SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Braintree	Ma	United States	1	yes
Latham	NY	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$14B	$2.8B	40	11	2	n/a	n/a
2024	Mar 31, 2025	$11B	$2.5B	33	14	2	n/a	n/a
2023	Mar 30, 2024	$7.1B	$2.0B	33	14	2	n/a	n/a
2022	Mar 30, 2023	$5.6B	$1.9B	30	11	0	n/a	n/a
2021	Mar 29, 2022	$4.7B	$2.2B	30	14	0	n/a	n/a
2020	Mar 26, 2021	$3.9B	$1.9B	25	12	0	n/a	n/a
2019	Mar 30, 2020	$1.9B	$0	25	10	0	n/a	n/a
2018	Mar 31, 2019	$260M	$0	9	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$14B	$11B	30.8%	$5.6B	35.2%	40	33	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VALMARK ADVISERS, INC.	2	Aug 28, 2018	Aug 16, 2018	HEATHROW, FL	Team lift out	RIA to new firm	1.2%

Relationships

Registered with (13)

← Jorge Ricardo FrigulsAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← David Marcus BaumAdvisorregistration: current employment
Oct 21, 2022 to presentfactForm ADV
← Kenneth Paul SeybelAdvisorregistration: current employment
Jun 8, 2022 to presentfactForm ADV
← Bert Patrick WardAdvisorregistration: current employment
Mar 22, 2022 to presentfactForm ADV
← Michael Anthony PorterAdvisorregistration: current employment
Oct 26, 2020 to presentfactForm ADV
← Scott John SeibelAdvisorregistration: current employment
Oct 21, 2020 to presentfactForm ADV
← Thomas Ammon CookAdvisorregistration: current employment
Feb 5, 2020 to presentfactForm ADV
← MENDEL ALLEN MELZERAdvisorregistration: current employment
Oct 8, 2018 to presentfactForm ADV
← Robert W LittleAdvisorregistration: current employment
Sep 24, 2018 to presentfactForm ADV
← Bryant Willis KirkAdvisorregistration: current employment
Aug 16, 2018 to presentfactForm ADV
← Peter Scott CahallAdvisorregistration: current employment
Aug 10, 2018 to presentfactForm ADV
← Philip Bradford KiddAdvisorregistration: previous registration
Nov 12, 2020 to Nov 1, 2022factForm ADV
← GREGORY SCOTT CAHILLAdvisorregistration: previous registration
Aug 21, 2019 to Mar 2, 2021factForm ADV

Affiliated with (1)

← WESTPORT STRATEGIES ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← Kirk, Bryant, WillisOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 18, 2018 to Jun 27, 2024factForm ADV
← MELZER, MENDEL, ALLENOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jul 26, 2018 to Jun 27, 2024factForm ADV
← Cahall, Peter, ScottOwnerMEMBER, ownership code E, individual
Jun 18, 2018 to Jun 27, 2024factForm ADV
← CAPACUITY FINANCIAL, INC.OwnerMEMBER, ownership code E, domestic entity
Mar 30, 2023 to Jun 27, 2024factForm ADV

Moved with (1)

← VALMARK ADVISERS, INC.Registered adviser2 advisors, team lift out, same day
Aug 28, 2018 to Aug 16, 2018factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Capacuity Llc reported RAUM $13.9B, up 31% from $10.6B (2025-03-31 to 2026-03-10)
Form ADVobserved 6 days ago
$3.3B
Occurred
Mar 31, 2025
Regulatory AUM changed
Capacuity Llc reported RAUM $10.6B, up 43% from $7.4B (2024-06-27 to 2025-03-31)
Form ADVobserved 6 days ago
$3.2B
Occurred
Mar 30, 2024
Regulatory AUM changed
Capacuity Llc reported RAUM $7.1B, up 27% from $5.6B (2023-07-27 to 2024-03-30)
Form ADVobserved 6 days ago
$1.5B
Occurred
Nov 1, 2022
Advisor changed firm
Philip Bradford Kidd left Capacuity Llc for Newport Group Consulting, Llc (registered 2022-11-08)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2021
Regulatory AUM changed
Capacuity Llc reported RAUM $3.9B, up 100% from $1.9B (2020-07-13 to 2021-03-26)
Form ADVobserved 6 days ago
$1.9B
Occurred
Mar 30, 2020
Regulatory AUM changed
Capacuity Llc reported RAUM $1.9B, up 649% from $260.0M (2020-01-22 to 2020-03-30)
Form ADVobserved 6 days ago
$1.7B
Occurred
Jun 18, 2018
First Form ADV filing
Cavallino Financial Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0195b75e-1c44-dce4-0d50-38d9193d6036
First observed: Jun 18, 2018
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPACUITY LLC

CRD 297679

LAKE MARY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0195b75e-1c44-dce4-0d50-38d9193d6036

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Peter Scott Cahall

n/a

LAKE MARY, FL

Bryant Willis Kirk

n/a

LAKE MARY, FL

yes

Robert W Little

Chartered Financial Analyst

LAKE MARY, FL

MENDEL ALLEN MELZER

Chartered Financial Analyst

LAKE MARY, FL

Thomas Ammon Cook

Chartered Financial Analyst

LAKE MARY, FL

yes

Scott John Seibel

n/a

Braintree, MA | LAKE MARY, FL

n/a

yes

Michael Anthony Porter

Chartered Financial Consultant

Albany, NY | LAKE MARY, FL

yes

Bert Patrick Ward

Certified Financial Planner|Chartered Financial Consultant

Apex, NC | LAKE MARY, FL

yes

Kenneth Paul Seybel

Chartered Financial Analyst

LAKE MARY, FL

n/a

David Marcus Baum

n/a

Frisco, TX | LAKE MARY, FL

yes

Jorge Ricardo Friguls

n/a

LAKE MARY, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Cahall, Peter, Scott

Member

yes

07/2018

Jun 18, 2018

Jun 27, 2024

Cahall, Peter, Scott

Ceo

yes

12/2017

Jun 18, 2018

Jun 27, 2024

CAPACUITY FINANCIAL, INC.

Member

yes

01/2023

Mar 30, 2023

Jun 27, 2024

Kirk, Bryant, Willis

CHIEF COMPLIANCE OFFICER

yes

06/2018

Jun 18, 2018

Jun 27, 2024

MELZER, MENDEL, ALLEN

CHIEF INVESTMENT OFFICER

yes

07/2018

Jul 26, 2018

Jun 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPACUITY SECURITIES, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Braintree

United States

yes

Latham

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$14B

$2.8B

n/a

2024

Mar 31, 2025

$11B

$2.5B

n/a

2023

Mar 30, 2024

$7.1B

$2.0B

n/a

2022

Mar 30, 2023

$5.6B

$1.9B

n/a

2021

Mar 29, 2022

$4.7B

$2.2B

n/a

2020

Mar 26, 2021

$3.9B

$1.9B

n/a

2019

Mar 30, 2020

$1.9B

n/a

2018

Mar 31, 2019

$260M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$14B

$11B

30.8%

$5.6B

35.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VALMARK ADVISERS, INC.

Aug 28, 2018

Aug 16, 2018

HEATHROW, FL

Team lift out

RIA to new firm

1.2%