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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Ideas Inc
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|---|---|
| CRD # | 114352 |
| SEC # | 801-66816 |
| CIK # | |
| AUM | $277.0 M (2025-07-25) |
| Employees | 7 (100% Investors, 43% Brokers) |
| Phone | 214-750-4400 |
| Address | 12720 Hillcrest Rd Dallas, TX 75230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 11.5 |
| (b) Individuals (high net worth individuals) | 45 | 172.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.7 |
| (h) Charitable organizations | 0 | 18.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 18.2 |
| (k) Insurance companies | 0 | 42.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.5 |
| (n) Other | 0 | 0.1 |
| Total | 203 | 277.0 |
| By Discretionary | ||
| Discretionary | 203 | 277.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 203 | 277.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.0 | |
| Total | 203 | 277.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evermont Wealth Inc
✚
|
CA | 0.3 |
|
LPF Advisors LLC
✚
|
FL | 0.3 |
|
Amerity Wealth Management LLC
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|
FL | 0.3 |
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
|
CornerStone Advisors LLC
✚
|
AR | 0.3 |
|
American Fundstars Financial Group LLC
✚
|
CA | 0.3 |
|
New River Financial Group LLC
✚
|
VA | 0.3 |
|
Integrity Wealth Solutions LLC
✚
|
CO | 0.3 |
|
Global Investment Adviser LC
✚
|
FL | 0.3 |
|
Ballast Financial Advisors LLC
✚
|
PA | 0.3 |