Unclaimed Profile

Bryant Willis Kirk

CAPACUITY LLC·LAKE MARY, Florida

Series 26, Series 99, Series 7, Series 6, Series 65, Series 63Clean recordCAPACUITY LLC

300 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 1049653Firm CRD# 297679

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryant Willis Kirk · LAKE MARY, FL

Registration

CRD #1049653 · CAPACUITY LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CAPACUITY LLC

AUM

$7.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPACUITY LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER

Regulatory

SEC/IARD CRD# 1049653

Firm CRD# 297679

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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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