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Jorge Ricardo Friguls

Investment adviser representative at Capacuity LLC
19 yearsExperience
1 stateRegistered in
$13.9BFirm assets
8 yearsFirm in business

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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

19 years in the industry.

  1. Capacuity LLCOct 2025 to now
  2. Mariner Institutional, LLCAug 2022 to Oct 2025
  3. Newport Group Consulting, LLCMar 2017 to Jul 2022
  4. Newport Group, Inc.Jan 2017 to Jul 2022
  5. Newport Group Securities, IncJul 2007 to Jul 2022
  6. The Newport Group, IncJul 2007 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
6030361
Firm CRD
297679
Advisor's SEC record (opens in a new tab)
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