Jorge R. Friguls

CAPACUITY LLC

Lake Mary, FL 32746

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CRD#: 6030361

Professional summary

Jorge Ricardo Friguls, AIF®, who also goes by Jorge Friguls, is a registered financial advisor currently at CAPACUITY LLC located in Lake Mary, Florida.

Jorge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jorge has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jorge Friguls

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Ricardo Friguls'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 5, 2026 - Present

CAPACUITY LLC

Office #1: 300 International Parkway Suite 350, Lake Mary, FL 32746

RIA

CRD#: 297679

Lake Mary, FL

Past

July 10, 2024 - October 15, 2025

MARINER INSTITUTIONAL, LLC

RIA

CRD#: 111964

WINTER PARK, FL

Past

April 18, 2017 - July 25, 2022

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

LAKE MARY, FL

Past

June 22, 2012 - December 21, 2017

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

Lake Mary, FL

Past

March 14, 2012 - July 25, 2022

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

Lake Mary, FL

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".

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/20/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2012

General Securities Representative Examination

Current Firm

CAPACUITY LLC

CAPACUITY LLC | CAVALLINO FINANCIAL LLC

CRD#: 297679 / SEC#: 801-113636

RIA

Registered Investment Advisory firm - (7/19/2018 Approved)

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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

SEC notice filing (48 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A - 03.31.2025 (3/31/2025)

PART 2B (3/31/2025)

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	Cover Page	Report
11/19/2024	Cover Page	Report
12/26/2023	Cover Page	Report
09/27/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jorge R. Friguls

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jorge Ricardo Friguls's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER INSTITUTIONAL, LLC

NEWPORT GROUP CONSULTING, LLC

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

Primary Firm SEC Registration

CAPACUITY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/20/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2012

Current Firm

CAPACUITY LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPACUITY LLC

TRUST BUT VERIFY

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