Assets Under Management
$10.6B
Number of Clients
85
Number of Advisors
10
Average Client AUM
$124.7M
AUM per Advisor
$1.1B
Compensation
Fee-Only (AUM)Fixed/Hourly
CapAcuity offers investment advisory services to non-qualified executive retirement plans, defined benefit plans, and defined contribution plans. Services include participant menu construction, asset allocation, risk tolerance assessment, portfolio monitoring, and fund performance analysis. They also provide consulting services to maximize funding efficiency and mitigate risk.
300 International Parkway, Suite 350, Lake Mary, FL, 32746