Capital Ideas

CRD 114352 · Dallas, TX · $336.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 114352
SEC number: 801-66816
Firm type: RIA
Assets under management: $336.2M as of Mar 30, 2026
Website: www.linkedin.com/company/capital-ideas-dallas ↗
Phone: 214-750-4400
Address: 12720 Hillcrest Rd, Dallas, TX, 75230

Advisors at this firm

4 in our index · page 1 of 1

Clifford John BrottCRD 31829 · Dallas, TX

IA RegisteredBroker
Karen Rayburn BurnsCRD 2482528 · Dallas, TX

IA RegisteredBroker

Disclosure event(s) on record
John David EdwardsCRD 2672032 · Pocatello, ID

IA RegisteredRegistration inactive
James David JacobsonCRD 5819962 · Naperville, IL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.