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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-22-1998
- Office Locations
- 3
Office Locations
About Capital Ideas
Capital Ideas is an independent, SEC-registered investment advisor (since 1984) providing tailored portfolio management and advisory services. The firm runs customized equity, fixed income, and balanced portfolios, an Infrastructure PLUS equity strategy blending infrastructure with technology themes, and yield-focused income solutions. It also supports family offices, foundations, and other institutions; Chairman Andrew Kerai is a Forbes Finance Council member.
Reported data analysis
What the numbers show
Between November 17, 2025 and March 30, 2026, reported AUM increased 21.3%, from $277.0M to $336.2M.
Across 5 reported observations, AUM increased 23.7% between March 7, 2022 and March 30, 2026, from $271.8M to $336.2M.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 5 advisory representatives and 96 clients, or 19.2 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 3 reported office locations and 28 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Capital Ideas record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CLIFFORD JOHN BROTT JR
Chairman Emeritus
- CRD
- #31829
- Ownership
- Less than 5%
KAREN RAYBURN BURNS
Chief Compliance Officer, President
- CRD
- #2482528
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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John David Edwards
SENIOR PORTFOLIO MANAGER
- CRD
- #2672032
James David Jacobson
Director, Managing Member
- CRD
- #5819962
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $334,219,797 | $1,261,207 |
| Non-Discretionary | $1,951,966 | $390,393 |
| Total | $336,171,763 | $1,245,081 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Ideas has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.