TrueAdvisor
TrueAdvisor
RL
CFA
RL
CFA

Robert W Little

Capacuity LLC
16 Years of Experience
View SEC Summary
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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Capacuity LLC
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
The Bogdahn Group
July 2004 - November 2009 · 5 yrs 4 mos
Burgess Chambers & Associates INC
March 2000 - July 2004 · 4 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.