Jorge Friguls is a registered investment advisor at Capacuity LLC, based in Lake Mary, FL, with 11 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 85 clients with $11B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 International Parkway, Suite 350, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jorge is a partner in Theorem, LLC, which is a conduit to manage potential compensation from literary works or other lifestyle media and products. He dedicates a few hours per week to this activity, and it is not investment related.
Employment History
Current Registrations
Capacuity LLC
Previous Registrations
Mariner Institutional, LLC
Newport Group Consulting, LLC
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.