David
Baum
Capacuity LLC
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About this Advisor
David Baum is a financial advisor operating in Frisco, Texas with 1 year of industry experience. Baum is an employee of Capacuity LLC. During their career, Baum has held roles at Newport Group Securities, Inc, Newport Group, Inc, Newport Group Consulting, LLC, Capacuity LLC and Capacuity Securities Inc. Baum has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Capacuity LLC is a financial advisory company that has its headquarters in Lake Mary, FL. It administers $6 billion in assets under management among its 113 accounts, placing it among the largest firms in the country by assets under management. The business performs a set of services, such as portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on the type of financial services offered. Fee types charged by Capacuity LLC most likely consist of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capacuity LLC Brokerage Details
$5,607,007,725
30
113
$49,619,537
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Baum Work History
David has been registered as a financial advisor for 1 years.*
Capacuity LLC
Capacuity Securities Inc
Newport Group Consulting, LLC
Newport Group Securities, Inc
Newport Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Baum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capacuity LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Frisco, TX
Coronado, CA
Lake Mary, FL
Lake Mary, FL
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