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CAPITAL IDEAS
12720 Hillcrest Rd
Suite 910
Dallas, Texas 75230
Tel: 214-750-4400
About CAPITAL IDEAS
CAPITAL IDEAS, formally registered with the SEC as CAPITAL IDEAS. The firm was established in 05/25/2006. They have over 2 offices throughout the country.
CAPITAL IDEAS is a Dallas, Texas based Financial Planning firm with nearly $213,746,847 assets under management, offering retirement planning & investment advisory services to 138 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114352 |
| SEC# | 801-66816 |
| Assets Managed by Firm | $213,746,847 |
| No. of Clients | 138 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 138 | $213,746,847 |
| Individuals (other than high net worth individuals) | 19 | $6,168,775 |
| High net worth individuals | 40 | $145,201,313 |
| Pension and profit sharing plans | Fewer than 5 clients | $9,867,091 |
| Corporations or other businesses | Fewer than 5 clients | $2,957,000 |
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