Capital Ideas
Capital Ideas is an SEC-registered ria in Dallas, TX with $336.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Capital Ideas: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114352, SEC 801-66816, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $336.2M (2026-03-30)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 96
- CRD
- 114352
- Ownership
- BURNS, KAREN, RAYBURN; BEST, CHARLES, MCCOMBER; GENDLER, STEVEN, HERBERT; BROTT, CLIFFORD, JOHN; KERAI, ANDREW, PETER
How much AUM does Capital Ideas have?
Capital Ideas reported $336.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Capital Ideas?
Disclosed owners and executives of Capital Ideas include BURNS, KAREN, RAYBURN, BEST, CHARLES, MCCOMBER, GENDLER, STEVEN, HERBERT, BROTT, CLIFFORD, JOHN, KERAI, ANDREW, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.