|
⚲
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| Capital Ideas LLC
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|
|---|---|
| CRD # | 114352 |
| SEC # | 801-66816 |
| CIK # | |
| AUM | $336.2 M (2026-03-30) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 214-750-4400 |
| Address | 12720 Hillcrest Rd Dallas, TX 75230 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 14.8 |
| (b) Individuals (high net worth individuals) | 50 | 245.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.0 |
| (h) Charitable organizations | 0 | 34.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 22.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.7 |
| (n) Other | 0 | 2.5 |
| Total | 270 | 336.2 |
| By Discretionary | ||
| Discretionary | 265 | 334.2 |
| Non-Discretionary | 5 | 2.0 |
| Total | 270 | 336.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.2 | |
| Total | 270 | 336.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mullaney Keating & Wright Inc
✚
|
CT | 0.3 |
|
WrapManager Inc
✚
|
CA | 0.3 |
|
Kilner Capital Advisors LLC
✚
|
MD | 0.3 |
|
ADG Wealth Management Group LLC
✚
|
LA | 0.3 |
|
Cogent Strategic Wealth LLC
✚
|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
✚
|
0.3 | |
|
Shared Vision Wealth Group LLC
✚
|
0.3 | |
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 0.3 |
|
Pollock Investment Advisors LLC
✚
|
MI | 0.3 |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |