CAPITAL IDEAS, LLC
Doing business as CAPITAL IDEAS. SEC Form ADV profile.
Total regulatory AUM
$336,171,763
Discretionary
$334,219,797
Non-discretionary
$1,951,966
Firm details
- CRD number
- 114352
- SEC file number
- 801-66816
- Main office
- DALLAS, TX, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.