Capital Ideas

Capital Ideas (CRD# 114352) is a financial advisory firm headquartered in Dallas, TX. They manage $166,600,584 in 137 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
12720 Hillcrest Rd, Suite 910, Dallas, TX 75230
http://www.cap-ideas.com
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $1,216,063
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, IL, NY, TX

Financial Advisors at Capital Ideas
Showing 1 - 4 of 4 top financial advisors.
1
Clifford Brott, financial advisor Dallas TX
Clifford J. Brott
CRD#: 31829
12720 Hillcrest Rd, Suite 910, Dallas, TX 75230

Clifford Brott (CRD# 31829) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 32 years of experience in the finance industry.

2
Karen Burns, financial advisor Dallas TX
Karen R. Burns
CRD#: 2482528
12720 Hillcrest Rd, Suite 910, Dallas, TX 75230

Karen Burns (CRD# 2482528) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 29 years of experience in the finance industry.

3
James Jacobson, financial advisor Dallas TX
James D. Jacobson
CRD#: 5819962
12720 Hillcrest Rd, Suite 910, Dallas, TX 75230

James Jacobson (CRD# 5819962) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 12 years of experience in the finance industry.

4
Jeremy Grant, financial advisor Dallas TX
Jeremy J. Grant
CRD#: 4131311
12720 Hillcrest Rd, Suite 910, Dallas, TX 75230

Jeremy Grant (CRD# 4131311) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals