CAPITAL IDEAS, INC.
Legal name: CAPITAL IDEAS
CRD #114352 SEC #801-66816 DALLAS, TX 214-750-4400
SEC Registered
Total AUM
$277M
Discretionary
$277M
Employees
7
Clients
--
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $277M | $277M | $0 | 7 | 0 |
| Jul 2025 | $277M | $277M | $0 | 7 | 0 |
| May 2025 | $277M | $277M | $0 | 7 | 0 |
| Apr 2025 | $277M | $277M | $0 | 7 | 0 |
| Mar 2025 | $277M | $277M | $0 | 7 | 0 |
| Dec 2024 | $213.7M | $213.7M | $0 | 5 | 0 |
| Jul 2024 | $213.7M | $213.7M | $0 | 5 | 0 |
| Apr 2024 | $213.7M | $213.7M | $0 | 5 | 0 |
| Apr 2024 | $213.7M | $213.7M | $0 | 5 | 0 |
| Mar 2024 | $166.6M | $166.6M | $0 | 5 | 0 |
| Mar 2024 | $166.6M | $166.6M | $0 | 5 | 0 |
| Oct 2023 | $229.6M | $229.6M | $0 | 4 | 0 |
| Mar 2023 | $229.6M | $229.6M | $0 | 4 | 0 |
| Mar 2022 | $271.8M | $271.8M | $0 | 4 | 0 |
| Jan 2022 | $271.8M | $271.8M | $0 | 4 | 0 |
| Mar 2021 | $227.4M | $227.4M | $0 | 3 | 0 |
| Jun 2020 | $168.1M | $168.1M | $0 | 4 | 0 |
| Mar 2020 | $168.1M | $168.1M | $0 | 4 | 0 |
| Mar 2020 | $168.1M | $168.1M | $0 | 4 | 0 |
| Mar 2020 | $168.1M | $168.1M | $0 | 4 | 0 |
| Mar 2020 | $172.8M | $172.8M | $0 | 4 | 0 |
| Mar 2019 | $172.8M | $172.8M | $0 | 4 | 0 |
| Mar 2018 | $181.5M | $173M | $8.5M | 5 | 0 |
| Mar 2017 | $130M | $130M | $0 | 5 | 26 |
| Dec 2016 | $150M | $150M | $0 | 5 | 26 |
| Mar 2016 | $150M | $150M | $0 | 5 | 26 |
| Mar 2015 | $150M | $150M | $0 | 4 | 26 |
| Mar 2014 | $125M | $125M | $0 | 4 | 26 |
| Mar 2013 | $125M | $125M | $0 | 4 | 26 |
| Mar 2012 | $105M | $105M | $0 | 1 | 26 |
| Mar 2011 | $111M | $111M | $0 | 5 | -- |
| Mar 2010 | $82M | $82M | $0 | 5 | -- |
| Mar 2008 | $115.6M | $115.6M | $0 | 5 | -- |
| May 2007 | $115.6M | $115.6M | $0 | 5 | -- |
| Mar 2007 | $115.6M | $115.6M | $0 | 5 | -- |
| Mar 2007 | $115.6M | $115.6M | $0 | 5 | -- |
DateNov 2025
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$229.6M
Discretionary$229.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$271.8M
Discretionary$271.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$271.8M
Discretionary$271.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$227.4M
Discretionary$227.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$172.8M
Discretionary$172.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$172.8M
Discretionary$172.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$181.5M
Discretionary$173M
Non-Disc.$8.5M
Employees5
Clients0
DateMar 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients26
DateDec 2016
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients26
DateMar 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients--