CapAcuity

CapAcuity is a finance institution located at 300 International Parkway in Lake Mary, Florida, United States. In the ever-changing executive benefit plan marketplace, CapAcuity offers innovative solutions and thought leadership to address the concerns of non-qualified plan sponsors. They focus on improving financial results for sponsors and enhancing retirement outcomes for participants.

CapAcuity conducts thorough assessments of plan objectives, benchmarks against industry best practices, and implements improvements in collaboration with plan advisors and service providers. They provide ongoing proactive management and reporting to help sponsors make informed decisions.

With a longstanding relationship with Fidelity, CapAcuity offers customized non-qualified plan financing strategies and integrated asset/liability management services to streamline plan management and reduce costs for sponsors.

The team at CapAcuity consists of forward-looking professionals with decades of experience in consulting and asset management. They bring a fresh perspective to executive benefits trends, helping sponsors understand their options and implement solutions that positively impact their bottom line.

CapAcuity is comprised of CapAcuity, LLC; CapAcuity Consulting, LLC; and CapAcuity Securities, Inc., all affiliated entities providing services to institutional clients. Securities are offered by CapAcuity Securities, Inc., a member of FINRA. Background and qualification information can be found on FINRA's broker-check website.