Unclaimed Profile

Andrew Peter Kerai

CAPITAL IDEAS, INC.·DALLAS, Texas

SIE, Series 7, Series 63, Series 87CFAClean record9 years registeredCAPITAL IDEAS, INC.

12720 HILLCREST RD, DALLAS, TX 75230CRD# 5041737Firm CRD# 114352

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Peter Kerai · DALLAS, TX

Registration

CRD #5041737 · CAPITAL IDEAS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

BEARING FINANCIAL ADVISORS, LLC

Jul 2025 – present

CAPITAL IDEAS

Jan 2022 – present

RIVERNORTH CAPITAL MANAGEMENT, LLC

May 2017 – Jan 2022

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 87

Registration record

First registered · May 2, 2017

Years registered · 9

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL IDEAS, INC.

CRD 114352 · SEC 801-66816

AUM

$214M

Regulatory assets under management

Employees

138 client accounts

Services offered by CAPITAL IDEAS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL IDEAS, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Peter Kerai offer?

Andrew Peter Kerai specializes in Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Andrew Peter Kerai's credentials?

Andrew Peter Kerai holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Peter Kerai located?

Andrew Peter Kerai is based in DALLAS, Texas, working with CAPITAL IDEAS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Andrew Peter Kerai charge for services?

Andrew Peter Kerai's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL IDEAS, INC.?

CAPITAL IDEAS, INC. has approximately 5 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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