CAPITAL IDEAS, INC.

CAPITAL IDEAS
DALLAS, Texas·7 registered advisors·CRD# 114352
SEC# 801-668161214-750-4400
01

Firm Overview

AUM
$214M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CAPITAL IDEAS, INC.

7 registered advisors
Andrew Peter Kerai
DALLAS, Texas
CFA
Charles Mccomber Best
DALLAS, Texas
Clifford John Brott
DALLAS, Texas
CFP
James Jacobson
DALLAS, Texas
Karen Rayburn Burns
DALLAS, Texas
Peleg Halpern
DALLAS, Texas
Steven Herbert Gendler
DALLAS, Texas
05

Office Locations

DALLAS, Texas
7 advisors

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Data sourced from SEC Form ADV filings. CAPITAL IDEAS, INC. (CRD# 114352) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.