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Capital Ideas
Capital Ideas was established in 1984 as a US wealth manager and registered investment adviser. The firm supplies investment advisory services that include...
Overview
Capital Ideas was established in 1984 as a US wealth manager and registered investment adviser. The firm supplies investment advisory services that include portfolio management, commission-based discretionary trading, and selection of external managers. It serves individuals, high-net-worth individuals, families, and assorted entities from its Dallas base. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, United States
Frequently asked questions
What services does Capital Ideas provide?
The firm offers portfolio management, commission-based discretionary trading, and third-party manager selection.
Who does Capital Ideas advise?
It advises individuals, high-net-worth individuals, families, and various entities.
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