CAPITAL IDEAS

CAPITAL IDEAS, LLC

CRD 114352 · SEC 801-66816

12720 HILLCREST RD, SUITE 910, DALLAS, TX, 75230, United States

Phone

214-750-4400

Fax

214-691-9822

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$336.2M

Discretionary AUM

$334.2M

Team

5 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Type	Clients	AUM
Individuals	46	$14.8M
High net worth individuals	50	$245.9M

ID, IL, TN, TX

Official SEC filing: View on IAPD