Capital Ideas

Capital Ideas, Inc. is a Registered Investment Advisory firm established in 2006 and based in Dallas, Texas. The firm offers portfolio management services, commission-based discretionary trading, third-party manager selection, and subadvisory services using their Infrastructure PLUS strategy. They manage assets on a discretionary basis, tailor portfolios based on client objectives and risk tolerance, and provide customized reports and estate planning strategies. The firm charges fees based on a tiered schedule, with no minimum annual fee per account. Clients must have a minimum account size of $500,000, which can be aggregated across related accounts. Capital Ideas uses fundamental and technical analysis, along with proprietary trading models, to select securities. They offer investment strategies across various asset classes and provide risk of loss disclosures. The firm does not charge performance-based fees, and clients have the option to direct trades to a specific broker-dealer. Capital Ideas has a fiduciary duty to obtain best execution for transactions and does not have any material disciplinary events to disclose. Clients receive quarterly account reviews and performance reports. The firm does not solicit prepayment of fees exceeding $1,200 per client.