Bert Patrick Ward
Investment adviser representative at Capacuity LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$13.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Capacuity LLCJan 2022 to now
- Principal Securities IncMar 2016 to Jan 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Capacuity LLC
$13.9BAssets managed
130Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4987875
- Firm CRD
- 297679