Capital Ideas

Capital Ideas (CRD# 114352) is a financial advisory firm headquartered in Dallas, TX. They manage $150,000,000 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $1,000,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Capital Ideas
Showing 1 - 5 of 5 top financial advisors.
1
Clifford J. Brott
CRD#: 31829
5950 Berkshire Lane #1060, Dallas, TX 75225
96
Wealthminder
score

Clifford Brott (CRD# 31829) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 25 years of experience in the finance industry. Clifford Brott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Garrett H. Jamison
CRD#: 2369060
5950 Berkshire Lane #1060, Dallas, TX 75225
96
Wealthminder
score

Garrett Jamison (CRD# 2369060) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 23 years of experience in the finance industry.

3
Charles M. Best
CRD#: 20486
5950 Berkshire Lane #1060, Dallas, TX 75225
93
Wealthminder
score

Charles Best (CRD# 20486) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 24 years of experience in the finance industry.

4
Steven H. Gendler
CRD#: 1075091
5950 Berkshire Lane #1060, Dallas, TX 75225
93
Wealthminder
score

Steven Gendler (CRD# 1075091) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 12 years of experience in the finance industry.

5
Karen R. Burns
CRD#: 2482528
5950 Berkshire Lane #1060, Dallas, TX 75225
73
Wealthminder
score

Karen Burns (CRD# 2482528) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 21 years of experience in the finance industry.

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