Capital Ideas
Capital Ideas (CRD# 114352) is a financial advisory firm headquartered in Dallas, TX. They manage $213,746,847 in 138 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management214MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$1,548,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CO, ID, IL, NY, TX
Clifford Brott (CRD# 31829) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 33 years of experience in the finance industry.
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.
John Edwards (CRD# 2672032) is an Investment Advisor Representative working at Capital Ideas in Dallas, TX and has over 17 years of experience in the finance industry.
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.
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.
Julie Muraco (CRD# 707227) is an Investment Advisor Representative working at Capital Ideas in New York, NY and has over 14 years of experience in the finance industry.