# CAPITAL IDEAS, LLC

CAPITAL IDEAS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114352
- Type: SEC-registered investment adviser
- SEC file number: 801-66816
- Location: 12720 HILLCREST RD, SUITE 910, DALLAS, TX, 75230
- Phone: 214-750-4400
- Latest filing: 2026-03-30
- Regulatory AUM: $336.2M
- Discretionary AUM: $334.2M
- Non-discretionary AUM: $2.0M
- Clients: 5
- Accounts: 270

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| James Jacobson | MEMBER | Santa Monica, CA |
| Clifford John Brott | CHAIRMAN EMERITUS | — |
| Karen Rayburn Burns | PRESIDENT | — |
| Andrew Peter Kerai | CHAIRMAN/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| BROTT CLIFFORD JOHN | CHAIRMAN/CEO; CHAIRMAN EMERITUS; PRESIDENT | — |
| BURNS KAREN RAYBURN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; VP AND CHIEF COMPLIANCE OFFICER | — |
| BEST CHARLES MCCOMBER | EXECUTIVE VP | — |
| GENDLER STEVEN HERBERT | SENIOR VICE PRESIDENT | — |
| JACOBSON ANDREW JAMES | MEMBER | — |
| KERAI ANDREW PETER | CHAIRMAN; CHAIRMAN/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| HALPERN PELEG | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114352/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114352/similar
- Related entities: https://search.stillhousedata.com/firm/114352/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114352

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.