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Bryant Willis Kirk

CAPACUITY LLC·LAKE MARY, Florida
Series 26Series 99Series 7Series 6Series 65Series 63SIELicensed in 46 states
Unclaimed Profile
300 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 1049653Firm CRD# 297679
01

About

Bryant Willis Kirk is a registered financial advisor based in LAKE MARY, Florida, affiliated with CAPACUITY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CAPACUITY LLC
CAPACUITY LLC
AUM
$7.4B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at CAPACUITY LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER
Regulatory
SEC/IARD CRD# 1049653
Firm CRD# 297679
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryant Willis Kirk offer?
Bryant Willis Kirk specializes in Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Bryant Willis Kirk's credentials?
Bryant Willis Kirk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryant Willis Kirk located?
Bryant Willis Kirk is based in LAKE MARY, Florida, working with CAPACUITY LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Bryant Willis Kirk charge for services?
Bryant Willis Kirk's firm is compensated through percentage of aum, subscription fees, other: fees associated with offset of affiliated broker dealer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPACUITY LLC?
CAPACUITY LLC has approximately 33 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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