BK
Bryant W. Kirk
CAPACUITY LLC
Lake Mary, FL 32746
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CRD#: 1049653
BK
Professional summary
Bryant Willis Kirk is a registered financial advisor currently at CAPACUITY LLC located in Lake Mary, Florida and CAPACUITY SECURITIES, INC. located in Lake Mary, Florida.
Bryant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Bryant has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
May perform various activities for CapAcuity Consulting LLC or CapAcuity LLC which is affiliated by common ownership with CapAcuity Securities Inc. Hours and responsibilities may vary.
Bryant Kirk is a registered investment adviser with CapAcuity LLC and licensed insurance agent.
CRS (Client Relationship Summary) - RIA
Click below to view Bryant Willis Kirk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 16, 2018 - Present
CAPACUITY LLC
Office #1: 300 International Parkway Suite 350, Lake Mary, FL 32746RIA
CRD#: 297679
Lake Mary, FL
Current
January 18, 2019 - Present
CAPACUITY SECURITIES, INC.
Office #1: 300 International Pkwy, #350, Lake Mary, FL 32746Office #2: 300 International Parkway #350, Lake Mary, FL 32746BD
CRD#: 15384
Lake Mary, FL
Past
February 19, 2018 - August 28, 2018
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Heathrow, FL
Past
January 11, 2018 - August 28, 2018
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Heathrow, FL
Past
November 2, 2001 - July 11, 2016
NEWPORT GROUP SECURITIES, INC.
RIA
CRD#: 29722
HEATHROW, FL
Past
February 23, 2001 - July 11, 2016
NEWPORT GROUP SECURITIES, INC.
BD
CRD#: 29722
HEATHROW, FL
Past
June 21, 1982 - March 20, 2001
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CL
CAPACUITY LLC
CAPACUITY LLC | CAVALLINO FINANCIAL LLC
CRD#: 297679 / SEC#: 801-113636
RIA
Registered Investment Advisory firm - (7/19/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/2/2020)
RR
Alaska(8/18/2023)
RR
Arizona(12/3/2021)
RR
Arkansas(4/1/2020)
RR
California(4/9/2019)
RR
Colorado(10/6/2025)
RR
Connecticut(7/8/2019)
RR
Delaware(12/3/2021)
IAR
Florida(8/16/2018)
RR
Florida(2/14/2019)
RR
Georgia(3/26/2019)
RR
Hawaii(11/9/2023)
RR
Idaho(10/6/2025)
RR
Illinois(9/23/2019)
RR
Indiana(8/9/2019)
RR
Iowa(10/6/2025)
RR
Kansas(10/6/2025)
RR
Kentucky(10/6/2025)
RR
Louisiana(3/2/2020)
RR
Maine(10/6/2025)
RR
Maryland(6/5/2019)
RR
Massachusetts(8/19/2019)
RR
Michigan(10/6/2025)
RR
Minnesota(10/6/2025)
RR
Missouri(8/6/2019)
RR
Montana(7/18/2023)
IAR
Montana(10/9/2025)
RR
Nebraska(2/27/2020)
RR
Nevada(10/26/2023)
RR
New Hampshire(2/12/2020)
RR
New Jersey(11/19/2019)
RR
New York(2/25/2019)
RR
North Carolina(10/6/2025)
RR
Ohio(10/7/2025)
RR
Oklahoma(3/2/2020)
RR
Oregon(5/9/2019)
RR
Pennsylvania(10/29/2019)
RR
Puerto Rico(6/9/2020)
RR
Rhode Island(3/10/2020)
RR
South Carolina(8/4/2020)
RR
Tennessee(6/6/2019)
RR
Texas(6/4/2019)
RR
Utah(6/21/2019)
RR
Vermont(7/28/2020)
RR
Virgin Islands(4/17/2020)
RR
Virginia(10/6/2025)
RR
Washington(6/4/2019)
RR
Wisconsin(6/21/2019)
IAR
Wisconsin(4/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CL
CAPACUITY LLC
CAPACUITY LLC | CAVALLINO FINANCIAL LLC
CRD#: 297679 / SEC#: 801-113636
RIA
Registered Investment Advisory firm - (7/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 International Parkway Suite 350, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 949-6889
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 10,601,699,879 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 11/19/2024 | ||
| 12/26/2023 | ||
| 09/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPACUITY LLC
CRD#: 297679Lake Mary, FL 32746TRUST BUT VERIFY
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