KS
CFA
KS
CFA

Kenneth Paul Seybel

3 Years of Experience
Areas of Practice
Retirement PlanningInvestment Management
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
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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.

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Employment History
Current Registrations
Capacuity LLC
June 2022 - Present · 3 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.