Bryant Willis Kirk

Capacuity LLC

41 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Capacuity LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

85 clients

Average Client Portfolio

$124.7M average

Assets Under Management

$10.6B

Fee Structure

Financial Planning:Investment management only

Location

300 International Parkway, Suite 350, Lake Mary, FL, 32746

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Bryant may perform activities for CapAcuity Consulting LLC or CapAcuity LLC. Bryant is also a registered investment adviser with CapAcuity LLC and a licensed insurance agent.

Employment History

Current Registrations

Capacuity Securities, INC.Broker

January 2019 - Present · 7 yrs 1 mo

Capacuity LLC

August 2018 - Present · 7 yrs 6 mos

Previous Registrations

Valmark Advisers, INC.

February 2018 - August 2018 · 6 mos

Valmark Securities, INC.Broker

January 2018 - August 2018 · 7 mos

Newport Group Securities, INC.

November 2001 - July 2016 · 14 yrs 8 mos

Newport Group Securities, INC.Broker

February 2001 - July 2016 · 15 yrs 5 mos

Pruco Securities CorporationBroker

June 1982 - March 2001 · 18 yrs 9 mos

State Registrations46 states

AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.