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CAPITAL IDEAS, LLC

dba CAPITAL IDEAS · CRD 114352 · Registered Investment Adviser

CAPITAL IDEAS, LLC is a Registered Investment Adviser headquartered in DALLAS, TX. The firm reports $336,171,763 in regulatory assets under management across 270 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$334,219,797
Non-discretionary$1,951,966
Total RAUM$336,171,763
Accounts270

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 114352. adviserinfo.sec.gov/firm/summary/114352.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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